IPC
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Independent Portfolio Consultants’s MKS Inc MKSI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$8K Sell
115
-255
-69% -$19.3K ﹤0.01% 739
2017
Q1 		$25K Buy
+370
New +$24.4K 0.01% 642

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Independent Portfolio Consultants's MKSI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its MKS Inc (MKSI) stake by 69% in Q2 2017, selling an estimated $19.3K and leaving 115 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Independent Portfolio Consultants first reported a position in MKSI in Q1 2017 and has held it in 2 quarters since. The position peaked at $25K in Q1 2017. 315 funds tracked by Wall St. Rank hold MKSI as of Q2 2017.

  • Independent Portfolio Consultants held 115 shares of MKS Inc worth $8K as of Q2 2017.
  • Independent Portfolio Consultants sold 255 MKS Inc shares in Q2 2017, an estimated $19.3K.
  • MKS Inc made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #739 holding.
  • Independent Portfolio Consultants first reported a position in MKS Inc in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's MKS Inc position peaked at $25K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held MKS Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.