MWPCG
MINI

Measured Wealth Private Client Group’s Mobile Mini Inc MINI Stock Holding History

Measured Wealth Private Client Group’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,855
Closed -$300K – 217
2019
Q2 		$300K Buy
9,855
+560
+6% +$18.6K 0.17% 128
2019
Q1 		$315K Buy
+9,295
New +$330K 0.19% 120
2018
Q4 		– Sell
-5,325
Closed -$231K – 803
2018
Q3 		$231K Buy
5,325
+125
+2% +$5.55K 0.14% 132
2018
Q2 		$243K Buy
+5,200
New +$235K 0.2% 122

Other funds holding MINI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's MINI Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Mobile Mini Inc (MINI) in Q3 2019, closing a stake of 9,855 shares — an estimated $300K sold.

Measured Wealth Private Client Group first reported a position in MINI in Q2 2018 and held it in 4 quarters. The position peaked at $315K in Q1 2019. 184 funds tracked by Wall St. Rank hold MINI as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Mobile Mini Inc position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 9,855 Mobile Mini Inc shares in Q3 2019, an estimated $300K.
  • Measured Wealth Private Client Group first reported a position in Mobile Mini Inc in Q2 2018 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Mobile Mini Inc position peaked at $315K in Q1 2019.
  • 184 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.