Magee Thomson Investment Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	$15.9M	Sell	407,600 -95,000	-19%	-$3.7M	6.12%	1
2016 Q4	$16.2M	Sell	502,600 -19,700	-4%	-$636K	5.63%	4
2016 Q3	$15.7M	Buy	+522,300	New	+$15.7M	5.2%	7