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James Investment Research’s Marcus & Millichap MMI Stock Holding History

James Investment Research’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,730
Closed -$177K – 621
2019
Q2 		$177K Sell
5,730
-11,790
-67% -$428K 0.01% 388
2019
Q1 		$714K Sell
17,520
-13,980
-44% -$536K 0.05% 295
2018
Q4 		$1.08M Buy
+31,500
New +$1.08M 0.07% 291

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

James Investment Research's MMI Position: Q3 2019 in Review

James Investment Research sold out of Marcus & Millichap (MMI) in Q3 2019, closing a stake of 5,730 shares — an estimated $177K sold.

James Investment Research first reported a position in MMI in Q4 2018 and held it in 3 quarters. The position peaked at $1.08M in Q4 2018. 158 funds tracked by Wall St. Rank hold MMI as of Q3 2019.

  • James Investment Research reported no remaining Marcus & Millichap position as of Q3 2019 after selling out during the quarter.
  • James Investment Research sold 5,730 Marcus & Millichap shares in Q3 2019, an estimated $177K.
  • James Investment Research first reported a position in Marcus & Millichap in Q4 2018 and held it in 3 quarters.
  • James Investment Research's Marcus & Millichap position peaked at $1.08M in Q4 2018.
  • 158 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.