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IHT Wealth Management’s MKS Inc MKSI Stock Holding History

IHT Wealth Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-54
Closed -$5K – 1726
2017
Q4 		$5K Buy
+54
New +$5.38K ﹤0.01% 1336
2017
Q3 		– Sell
-46
Closed -$9 – 1502
2017
Q2 		$9 Sell
46
-99
-68% -$7.5K ﹤0.01% 997
2017
Q1 		$10K Sell
145
-167
-54% -$11K 0.01% 843
2016
Q4 		$19K Buy
+312
New +$16.8K 0.01% 654

Other funds holding MKSI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

IHT Wealth Management's MKSI Position: Q1 2018 in Review

IHT Wealth Management sold out of MKS Inc (MKSI) in Q1 2018, closing a stake of 54 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in MKSI in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q4 2016. 393 funds tracked by Wall St. Rank hold MKSI as of Q1 2018.

  • IHT Wealth Management reported no remaining MKS Inc position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 54 MKS Inc shares in Q1 2018, an estimated $5K.
  • IHT Wealth Management first reported a position in MKS Inc in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's MKS Inc position peaked at $19K in Q4 2016.
  • 393 funds tracked by Wall St. Rank held MKS Inc as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.