LWM
MXIM

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

Lyons 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
Q2 		– Sell
-25,738
Closed -$852K – 94
2014
Q1 		$852K Buy
25,738
+8,081
+46% +$248K 0.75% 17
2013
Q4 		$492K Buy
17,657
+6,525
+59% +$189K 0.46% 37
2013
Q3 		$332K Buy
+11,132
New +$317K 0.3% 43

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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 $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyons Wealth Management's MXIM Position: Q2 2014 in Review

Lyons Wealth Management sold out of Maxim Integrated Products (MXIM) in Q2 2014, closing a stake of 25,738 shares — an estimated $852K sold.

Lyons Wealth Management first reported a position in MXIM in Q3 2013 and held it in 3 quarters. The position peaked at $852K in Q1 2014. 358 funds tracked by Wall St. Rank hold MXIM as of Q2 2014.

  • Lyons Wealth Management reported no remaining Maxim Integrated Products position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 25,738 Maxim Integrated Products shares in Q2 2014, an estimated $852K.
  • Lyons Wealth Management first reported a position in Maxim Integrated Products in Q3 2013 and held it in 3 quarters.
  • Lyons Wealth Management's Maxim Integrated Products position peaked at $852K in Q1 2014.
  • 358 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.