NCM
MXIM

Nelson Capital Management’s Maxim Integrated Products MXIM Stock Holding History

Nelson Capital Management’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
2016
Q3 		– Sell
-400
Closed -$14K – 279
2016
Q2 		$14K Hold
400
– – 0.01% 198
2016
Q1 		$15K Hold
400
– – 0.01% 182
2015
Q4 		$15K Buy
+400
New +$15.3K 0.01% 180

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nelson Capital Management's MXIM Position: Q3 2016 in Review

Nelson Capital Management sold out of Maxim Integrated Products (MXIM) in Q3 2016, closing a stake of 400 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in MXIM in Q4 2015 and held it in 3 quarters. The position peaked at $15K in Q1 2016. 409 funds tracked by Wall St. Rank hold MXIM as of Q3 2016.

  • Nelson Capital Management reported no remaining Maxim Integrated Products position as of Q3 2016 after selling out during the quarter.
  • Nelson Capital Management sold 400 Maxim Integrated Products shares in Q3 2016, an estimated $14K.
  • Nelson Capital Management first reported a position in Maxim Integrated Products in Q4 2015 and held it in 3 quarters.
  • Nelson Capital Management's Maxim Integrated Products position peaked at $15K in Q1 2016.
  • 409 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.