Morningstar Investment Services’s Maxim Integrated Products MXIM Stock Holding History

Morningstar Investment Services’s Portfolio MXIM Stock Details MXIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-35,792	Closed	-$1.08M	–	232
2014 Q3	$1.08M	Sell	35,792 -2,339	-6%	-$73.6K	0.06%	150
2014 Q2	$1.29M	Sell	38,131 -1,932	-5%	-$64.3K	0.07%	133
2014 Q1	$1.33M	Buy	40,063 +882	+2%	+$27.1K	0.09%	125
2013 Q4	$1.09M	Buy	39,181 +5,949	+18%	+$172K	0.08%	141
2013 Q3	$988K	Sell	33,232 -24,568	-43%	-$699K	0.09%	143
2013 Q2	$1.61M	Buy	+57,800	New	+$1.75M	0.17%	101

Other funds holding MXIM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morningstar Investment Services's MXIM Position: Q4 2014 in Review

Morningstar Investment Services sold out of Maxim Integrated Products (MXIM) in Q4 2014, closing a stake of 35,792 shares — an estimated $1.08M sold.

Morningstar Investment Services first reported a position in MXIM in Q2 2013 and held it in 6 quarters. The position peaked at $1.61M in Q2 2013. 329 funds tracked by Wall St. Rank hold MXIM as of Q4 2014.

Morningstar Investment Services reported no remaining Maxim Integrated Products position as of Q4 2014 after selling out during the quarter.
Morningstar Investment Services sold 35,792 Maxim Integrated Products shares in Q4 2014, an estimated $1.08M.
Morningstar Investment Services first reported a position in Maxim Integrated Products in Q2 2013 and held it in 6 quarters.
Morningstar Investment Services's Maxim Integrated Products position peaked at $1.61M in Q2 2013.
329 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.