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Institute for Wealth Management’s Mohawk Industries MHK Stock Holding History

Institute for Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,047
Closed -$565K – 347
2017
Q4 		$565K Buy
+2,047
New +$549K 0.13% 202
2017
Q3 		– Sell
-2,133
Closed -$514K – 335
2017
Q2 		$514K Buy
+2,133
New +$503K 0.14% 221

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's MHK Position: Q1 2018 in Review

Institute for Wealth Management sold out of Mohawk Industries (MHK) in Q1 2018, closing a stake of 2,047 shares — an estimated $565K sold.

Institute for Wealth Management first reported a position in MHK in Q2 2017 and held it in 2 quarters. The position peaked at $565K in Q4 2017. 560 funds tracked by Wall St. Rank hold MHK as of Q1 2018.

  • Institute for Wealth Management reported no remaining Mohawk Industries position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 2,047 Mohawk Industries shares in Q1 2018, an estimated $565K.
  • Institute for Wealth Management first reported a position in Mohawk Industries in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Mohawk Industries position peaked at $565K in Q4 2017.
  • 560 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2018.

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