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Independent Portfolio Consultants’s Marcus & Millichap MMI Stock Holding History

Independent Portfolio Consultants’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$656K Buy
+24,882
New +$625K 0.27% 115
2015
Q4 		– Sell
-175
Closed -$8K – 790
2015
Q3 		$8K Buy
175
+105
+150% +$4.92K ﹤0.01% 739
2015
Q2 		$3K Sell
70
-20
-22% -$853 ﹤0.01% 809
2015
Q1 		$3K Sell
90
-30
-25% -$1.07K ﹤0.01% 813
2014
Q4 		$4K Buy
+120
New +$3.69K ﹤0.01% 740

Other funds holding MMI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

Independent Portfolio Consultants opened a new position in Marcus & Millichap (MMI) in Q2 2017: 24,882 shares worth $656K. The stake represents 0.27% of the portfolio and ranks #115 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in MMI as recently as Q3 2015.

Independent Portfolio Consultants first reported a position in MMI in Q4 2014 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold MMI as of Q2 2017.

  • Independent Portfolio Consultants held 24,882 shares of Marcus & Millichap worth $656K as of Q2 2017.
  • Marcus & Millichap was a new Independent Portfolio Consultants position in Q2 2017.
  • Marcus & Millichap made up 0.27% of Independent Portfolio Consultants's portfolio in Q2 2017, its #115 holding.
  • Independent Portfolio Consultants first reported a position in Marcus & Millichap in Q4 2014 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2017.

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