LA
MXIM

Lucus Advisors’s Maxim Integrated Products MXIM Stock Holding History

Lucus 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
Q1 		$215K Sell
3,563
-2,738
-43% -$162K 0.37% 130
2017
Q4 		$329K Sell
6,301
-996
-14% -$51.8K 0.48% 143
2017
Q3 		$348K Sell
7,297
-744
-9% -$34.1K 0.49% 107
2017
Q2 		$361K Buy
+8,041
New +$369K 0.48% 49
2016
Q4 		– Sell
-9,920
Closed -$396K – 200
2016
Q3 		$396K Buy
+9,920
New +$391K 0.34% 102
2016
Q1 		– Sell
-5,322
Closed -$202K – 381
2015
Q4 		$202K Sell
5,322
-8,297
-61% -$317K 0.12% 303
2015
Q3 		$455K Sell
13,619
-1,232
-8% -$40.8K 0.26% 100
2015
Q2 		$513K Buy
14,851
+5,508
+59% +$188K 0.25% 76
2015
Q1 		$325K Buy
+9,343
New +$319K 0.17% 255

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return