MWAC
MXIM

Mariner Wealth Advisors (Cincinnati)’s Maxim Integrated Products MXIM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		– Sell
-6,235
Closed -$211K – 165
2014
Q2 		$211K Buy
+6,235
New +$208K 0.03% 142

Other funds holding MXIM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $846B AUM 46.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MXIM Position: Q3 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Maxim Integrated Products (MXIM) in Q3 2014, closing a stake of 6,235 shares — an estimated $211K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MXIM in Q2 2014 and held it in 1 quarter. The position peaked at $211K in Q2 2014. 332 funds tracked by Wall St. Rank hold MXIM as of Q3 2014.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Maxim Integrated Products position as of Q3 2014 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 6,235 Maxim Integrated Products shares in Q3 2014, an estimated $211K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Maxim Integrated Products in Q2 2014 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Maxim Integrated Products position peaked at $211K in Q2 2014.
  • 332 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2014, filed 17 Oct 2014.