JWA
MXIM

JFS Wealth Advisors’s Maxim Integrated Products MXIM Stock Holding History

JFS Wealth Advisors’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
2018
Q4 		– Sell
-64
Closed -$4K – 556
2018
Q3 		$4K Buy
+64
New +$3.86K ﹤0.01% 476
2015
Q3 		– Sell
-319
Closed -$11K – 588
2015
Q2 		$11K Hold
319
– – 0.01% 359
2015
Q1 		$11K Sell
319
-11
-3% -$376 0.01% 354
2014
Q4 		$11K Hold
330
– – ﹤0.01% 366
2014
Q3 		$10K Hold
330
– – ﹤0.01% 341
2014
Q2 		$11K Buy
+330
New +$11K ﹤0.01% 326

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

JFS Wealth Advisors's MXIM Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Maxim Integrated Products (MXIM) in Q4 2018, closing a stake of 64 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in MXIM in Q2 2014 and held it in 6 quarters. The position peaked at $11K in Q2 2015. 519 funds tracked by Wall St. Rank hold MXIM as of Q4 2018.

  • JFS Wealth Advisors reported no remaining Maxim Integrated Products position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 64 Maxim Integrated Products shares in Q4 2018, an estimated $4K.
  • JFS Wealth Advisors first reported a position in Maxim Integrated Products in Q2 2014 and held it in 6 quarters.
  • JFS Wealth Advisors's Maxim Integrated Products position peaked at $11K in Q2 2015.
  • 519 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.