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Marshall & Sullivan’s Marchex MCHX Stock Holding History

Marshall & Sullivan’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,015
Closed -$30K – 66
2015
Q2 		$30K Hold
6,015
– – 0.04% 45
2015
Q1 		$24K Hold
6,015
– – 0.03% 46
2014
Q4 		$27K Buy
+6,015
New +$23.7K 0.03% 49

Other funds holding MCHX

ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $575M AUM 36.53% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Marshall & Sullivan's MCHX Position: Q3 2015 in Review

Marshall & Sullivan sold out of Marchex (MCHX) in Q3 2015, closing a stake of 6,015 shares — an estimated $30K sold.

Marshall & Sullivan first reported a position in MCHX in Q4 2014 and held it in 3 quarters. The position peaked at $30K in Q2 2015. 91 funds tracked by Wall St. Rank hold MCHX as of Q3 2015.

  • Marshall & Sullivan reported no remaining Marchex position as of Q3 2015 after selling out during the quarter.
  • Marshall & Sullivan sold 6,015 Marchex shares in Q3 2015, an estimated $30K.
  • Marshall & Sullivan first reported a position in Marchex in Q4 2014 and held it in 3 quarters.
  • Marshall & Sullivan's Marchex position peaked at $30K in Q2 2015.
  • 91 funds tracked by Wall St. Rank held Marchex as of Q3 2015.

Based on Marshall & Sullivan's 13F filing for Q3 2015, filed 12 Nov 2015.