LWAC
MXIM

Laurel Wealth Advisors (California)’s Maxim Integrated Products MXIM Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-3,866
Closed -$202K – 387
2017
Q4 		$202K Buy
+3,866
New +$201K 0.06% 333

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T. Rowe Price Associates
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MXIM Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of Maxim Integrated Products (MXIM) in Q1 2018, closing a stake of 3,866 shares — an estimated $202K sold.

Laurel Wealth Advisors (California) first reported a position in MXIM in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 494 funds tracked by Wall St. Rank hold MXIM as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining Maxim Integrated Products position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,866 Maxim Integrated Products shares in Q1 2018, an estimated $202K.
  • Laurel Wealth Advisors (California) first reported a position in Maxim Integrated Products in Q4 2017 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Maxim Integrated Products position peaked at $202K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.