MWPCG
MCHP icon

Measured Wealth Private Client Group’s Microchip Technology MCHP Stock Holding History

Measured Wealth Private Client Group’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,378
Closed -$211K – 446
2018
Q3 		$211K Buy
5,378
+466
+9% +$20.6K 0.13% 141
2018
Q2 		$223K Buy
+4,912
New +$228K 0.18% 129

Other funds holding MCHP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Measured Wealth Private Client Group's MCHP Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Microchip Technology (MCHP) in Q4 2018, closing a stake of 5,378 shares — an estimated $211K sold.

Measured Wealth Private Client Group first reported a position in MCHP in Q2 2018 and held it in 2 quarters. The position peaked at $223K in Q2 2018. 758 funds tracked by Wall St. Rank hold MCHP as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Microchip Technology position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 5,378 Microchip Technology shares in Q4 2018, an estimated $211K.
  • Measured Wealth Private Client Group first reported a position in Microchip Technology in Q2 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Microchip Technology position peaked at $223K in Q2 2018.
  • 758 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.