JWM
MXIM

Jacobus Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Jacobus Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,576
Closed -$155K – 323
2014
Q2 		$155K Hold
4,576
– – 0.04% 247
2014
Q1 		$152K Buy
+4,576
New +$141K 0.04% 250
2013
Q4 		– Sell
-3,440
Closed -$103K – 320
2013
Q3 		$103K Buy
+3,440
New +$97.9K 0.04% 246

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Jacobus Wealth Management's MXIM Position: Q3 2014 in Review

Jacobus Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2014, closing a stake of 4,576 shares — an estimated $155K sold.

Jacobus Wealth Management first reported a position in MXIM in Q3 2013 and held it in 3 quarters. The position peaked at $155K in Q2 2014. 332 funds tracked by Wall St. Rank hold MXIM as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 4,576 Maxim Integrated Products shares in Q3 2014, an estimated $155K.
  • Jacobus Wealth Management first reported a position in Maxim Integrated Products in Q3 2013 and held it in 3 quarters.
  • Jacobus Wealth Management's Maxim Integrated Products position peaked at $155K in Q2 2014.
  • 332 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2014.

Based on Jacobus Wealth Management's 13F filing for Q3 2014, filed 30 Oct 2014.