IWP
MINI

Icon Wealth Partners’s Mobile Mini Inc MINI Stock Holding History

Icon Wealth Partners’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-21
Closed -$1K – 878
2019
Q1 		$1K Buy
+21
New +$746 ﹤0.01% 884
2018
Q3 		– Sell
-21
Closed -$1K – 796
2018
Q2 		$1K Buy
+21
New +$949 ﹤0.01% 826
2018
Q1 		– Sell
-21
Closed -$1K – 814
2017
Q4 		$1K Buy
+21
New +$718 ﹤0.01% 865

Other funds holding MINI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's MINI Position: Q2 2019 in Review

Icon Wealth Partners sold out of Mobile Mini Inc (MINI) in Q2 2019, closing a stake of 21 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in MINI in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 170 funds tracked by Wall St. Rank hold MINI as of Q2 2019.

  • Icon Wealth Partners reported no remaining Mobile Mini Inc position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 21 Mobile Mini Inc shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in Mobile Mini Inc in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Mobile Mini Inc position peaked at $1K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.