IFWM
MINI

Institute for Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Institute for Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,860
Closed -$260K – 706
2019
Q4 		$260K Hold
6,860
– – 0.06% 375
2019
Q3 		$253K Hold
6,860
– – 0.06% 357
2019
Q2 		$209K Hold
6,860
– – 0.05% 426
2019
Q1 		$233K Hold
6,860
– – 0.05% 385
2018
Q4 		$218K Buy
+6,860
New +$266K 0.09% 234
2018
Q1 		– Sell
-49,002
Closed -$1.69M – 416
2017
Q4 		$1.69M Buy
+49,002
New +$1.67M 0.39% 71

Other funds holding MINI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Institute for Wealth Management's MINI Position: Q1 2020 in Review

Institute for Wealth Management sold out of Mobile Mini Inc (MINI) in Q1 2020, closing a stake of 6,860 shares — an estimated $260K sold.

Institute for Wealth Management first reported a position in MINI in Q4 2017 and held it in 6 quarters. The position peaked at $1.69M in Q4 2017. 177 funds tracked by Wall St. Rank hold MINI as of Q1 2020.

  • Institute for Wealth Management reported no remaining Mobile Mini Inc position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 6,860 Mobile Mini Inc shares in Q1 2020, an estimated $260K.
  • Institute for Wealth Management first reported a position in Mobile Mini Inc in Q4 2017 and held it in 6 quarters.
  • Institute for Wealth Management's Mobile Mini Inc position peaked at $1.69M in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.