Messner & Smith Theme Value Investment Management’s Applied Materials AMAT Stock Holding History

Messner & Smith Theme Value Investment Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.99M	Buy
2017 Q4	$996K	Sell
2017 Q3	$1.13M	Sell
2017 Q2	$911K	Sell
2017 Q1	$1.74M	Buy
2016 Q4	$1.44M	Sell
2016 Q3	$1.36M	Buy