MWM
CMBT

MinichMacGregor Wealth Management’s CMB.TECH NV CMBT Stock Holding History

MinichMacGregor Wealth Management’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-415
Closed -$3K – 542
2018
Q3 		$3K Sell
415
-415
-50% -$3.53K ﹤0.01% 433
2018
Q2 		$7K Hold
830
– – 0.01% 354
2018
Q1 		$6K Hold
830
– – ﹤0.01% 364
2017
Q4 		$7K Hold
830
– – 0.01% 344
2017
Q3 		$6K Hold
830
– – 0.01% 340
2017
Q2 		$6K Hold
830
– – 0.01% 343
2017
Q1 		$6K Buy
+830
New +$6.69K 0.01% 338

Other funds holding CMBT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

MinichMacGregor Wealth Management's CMBT Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of CMB.TECH NV (CMBT) in Q4 2018, closing a stake of 415 shares — an estimated $3K sold.

MinichMacGregor Wealth Management first reported a position in CMBT in Q1 2017 and held it in 7 quarters. The position peaked at $7K in Q2 2018. 81 funds tracked by Wall St. Rank hold CMBT as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining CMB.TECH NV position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 415 CMB.TECH NV shares in Q4 2018, an estimated $3K.
  • MinichMacGregor Wealth Management first reported a position in CMB.TECH NV in Q1 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's CMB.TECH NV position peaked at $7K in Q2 2018.
  • 81 funds tracked by Wall St. Rank held CMB.TECH NV as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.