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Intercontinental Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Intercontinental Wealth Advisors’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,150
Closed -$237K – 139
2017
Q2 		$237K Sell
6,150
-2,520
-29% -$99.1K 0.15% 96
2017
Q1 		$320K Sell
8,670
-168
-2% -$5.92K 0.19% 94
2016
Q4 		$283K Sell
8,838
-230
-3% -$7.23K 0.18% 112
2016
Q3 		$282K Sell
9,068
-84
-0.9% -$2.44K 0.2% 98
2016
Q2 		$232K Sell
9,152
-30
-0.3% -$747 0.17% 112
2016
Q1 		$221K Sell
9,182
-316
-3% -$7.04K 0.17% 113
2015
Q4 		$221K Buy
+9,498
New +$223K 0.15% 116

Other funds holding MCHP

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Intercontinental Wealth Advisors's MCHP Position: Q3 2017 in Review

Intercontinental Wealth Advisors sold out of Microchip Technology (MCHP) in Q3 2017, closing a stake of 6,150 shares — an estimated $237K sold.

Intercontinental Wealth Advisors first reported a position in MCHP in Q4 2015 and held it in 7 quarters. The position peaked at $320K in Q1 2017. 752 funds tracked by Wall St. Rank hold MCHP as of Q3 2017.

  • Intercontinental Wealth Advisors reported no remaining Microchip Technology position as of Q3 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,150 Microchip Technology shares in Q3 2017, an estimated $237K.
  • Intercontinental Wealth Advisors first reported a position in Microchip Technology in Q4 2015 and held it in 7 quarters.
  • Intercontinental Wealth Advisors's Microchip Technology position peaked at $320K in Q1 2017.
  • 752 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.