IWMPD
MLM icon

Integrated Wealth Management (Palm Desert)’s Martin Marietta Materials MLM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$18K – 719
2016
Q3 		$18K Buy
+100
New +$19.1K 0.01% 628

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MLM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Martin Marietta Materials (MLM) in Q4 2016, closing a stake of 100 shares — an estimated $18K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MLM in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 503 funds tracked by Wall St. Rank hold MLM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Martin Marietta Materials position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Martin Marietta Materials shares in Q4 2016, an estimated $18K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Martin Marietta Materials in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Martin Marietta Materials position peaked at $18K in Q3 2016.
  • 503 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.