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Howe & Rusling’s Marchex MCHX Stock Holding History

Howe & Rusling’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-655
Closed -$2K – 979
2017
Q4 		$2K Hold
655
– – ﹤0.01% 723
2017
Q3 		$2K Hold
655
– – ﹤0.01% 763
2017
Q2 		$2K Hold
655
– – ﹤0.01% 824
2017
Q1 		$2K Hold
655
– – ﹤0.01% 850
2016
Q4 		$2K Hold
655
– – ﹤0.01% 874
2016
Q3 		$2K Buy
655
+120
+22% +$356 ﹤0.01% 870
2016
Q2 		$2K Hold
535
– – ﹤0.01% 833
2016
Q1 		$2K Sell
535
-65
-11% -$261 ﹤0.01% 864
2015
Q4 		$2K Buy
+600
New +$2.49K ﹤0.01% 838

Other funds holding MCHX

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return