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Independent Portfolio Consultants’s Monro MNRO Stock Holding History

Independent Portfolio Consultants’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$128K Sell
3,062
-1,033
-25% -$51.5K 0.05% 376
2017
Q1 		$213K Buy
4,095
+3,810
+1,337% +$216K 0.07% 316
2016
Q4 		$16K Buy
285
+60
+27% +$3.46K 0.01% 646
2016
Q3 		$14K Sell
225
-55
-20% -$3.34K ﹤0.01% 648
2016
Q2 		$18K Hold
280
– – 0.01% 648
2016
Q1 		$20K Buy
280
+85
+44% +$5.63K 0.01% 664
2015
Q4 		$13K Hold
195
– – ﹤0.01% 686
2015
Q3 		$13K Buy
195
+140
+255% +$8.96K ﹤0.01% 704
2015
Q2 		$3K Hold
55
– – ﹤0.01% 810
2015
Q1 		$4K Buy
55
+10
+22% +$612 ﹤0.01% 785
2014
Q4 		$3K Buy
+45
New +$2.4K ﹤0.01% 750

Other funds holding MNRO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Monro (MNRO) stake by 25% in Q2 2017, selling an estimated $51.5K and leaving 3,062 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #376.

Independent Portfolio Consultants first reported a position in MNRO in Q4 2014 and has held it in 11 quarters since. The position peaked at $213K in Q1 2017. 196 funds tracked by Wall St. Rank hold MNRO as of Q2 2017.

  • Independent Portfolio Consultants held 3,062 shares of Monro worth $128K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,033 Monro shares in Q2 2017, an estimated $51.5K.
  • Monro made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #376 holding.
  • Independent Portfolio Consultants first reported a position in Monro in Q4 2014 and has held it in 11 quarters since.
  • Independent Portfolio Consultants's Monro position peaked at $213K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Monro as of Q2 2017.

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