MWM
ILMN icon

MinichMacGregor Wealth Management’s Illumina ILMN Stock Holding History

MinichMacGregor Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-59
Closed -$8K – 468
2016
Q2 		$8K Hold
59
– – 0.01% 285
2016
Q1 		$9K Sell
59
-28
-32% -$4.28K 0.01% 265
2015
Q4 		$17K Buy
+87
New +$14K 0.02% 178

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MinichMacGregor Wealth Management's ILMN Position: Q3 2016 in Review

MinichMacGregor Wealth Management sold out of Illumina (ILMN) in Q3 2016, closing a stake of 59 shares — an estimated $8K sold.

MinichMacGregor Wealth Management first reported a position in ILMN in Q4 2015 and held it in 3 quarters. The position peaked at $17K in Q4 2015. 553 funds tracked by Wall St. Rank hold ILMN as of Q3 2016.

  • MinichMacGregor Wealth Management reported no remaining Illumina position as of Q3 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 59 Illumina shares in Q3 2016, an estimated $8K.
  • MinichMacGregor Wealth Management first reported a position in Illumina in Q4 2015 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Illumina position peaked at $17K in Q4 2015.
  • 553 funds tracked by Wall St. Rank held Illumina as of Q3 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2016, filed 28 Jun 2018.