IFWM
MDR

Institute for Wealth Management’s McDermott International MDR Stock Holding History

Institute for Wealth Management’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,411
Closed -$309K – 257
2018
Q1 		$309K Sell
15,411
-1,342
-8% -$30.7K 0.09% 232
2017
Q4 		$334K Sell
16,753
-910
-5% -$19.2K 0.08% 287
2017
Q3 		$386K Hold
17,663
– – 0.13% 204
2017
Q2 		$382K Buy
+17,663
New +$346K 0.11% 270

Other funds holding MDR

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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

Institute for Wealth Management's MDR Position: Q2 2018 in Review

Institute for Wealth Management sold out of McDermott International (MDR) in Q2 2018, closing a stake of 15,411 shares — an estimated $309K sold.

Institute for Wealth Management first reported a position in MDR in Q2 2017 and held it in 4 quarters. The position peaked at $386K in Q3 2017. 310 funds tracked by Wall St. Rank hold MDR as of Q2 2018.

  • Institute for Wealth Management reported no remaining McDermott International position as of Q2 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 15,411 McDermott International shares in Q2 2018, an estimated $309K.
  • Institute for Wealth Management first reported a position in McDermott International in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's McDermott International position peaked at $386K in Q3 2017.
  • 310 funds tracked by Wall St. Rank held McDermott International as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.