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OFI Advisors’s MarineMax HZO Stock Holding History

OFI Advisors’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$367K Buy
25,999
+9,852
+61% +$173K 0.02% 885
2015
Q2 		$380K Buy
16,147
+3,137
+24% +$75.2K 0.02% 918
2015
Q1 		$345K Sell
13,010
-2,387
-16% -$58.3K 0.02% 956
2014
Q4 		$309K Buy
15,397
+1,320
+9% +$24.2K 0.02% 985
2014
Q3 		$237K Sell
14,077
-3,512
-20% -$61K 0.02% 1050
2014
Q2 		$294K Buy
17,589
+1,942
+12% +$30.6K 0.02% 951
2014
Q1 		$238K Buy
15,647
+556
+4% +$8.43K 0.02% 1015
2013
Q4 		$243K Buy
15,091
+946
+7% +$14.3K 0.02% 973
2013
Q3 		$173K Buy
14,145
+2,339
+20% +$27.9K 0.02% 1056
2013
Q2 		$134K Buy
+11,806
New +$143K 0.01% 1102

Other funds holding HZO

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

OFI Advisors's HZO Position: Q3 2015 in Review

OFI Advisors increased its MarineMax (HZO) stake by 61% in Q3 2015, buying an estimated $173K and bringing the position to 25,999 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #885.

OFI Advisors first reported a position in HZO in Q2 2013 and has held it in 10 quarters since. The position peaked at $380K in Q2 2015. 142 funds tracked by Wall St. Rank hold HZO as of Q3 2015.

  • OFI Advisors held 25,999 shares of MarineMax worth $367K as of Q3 2015.
  • OFI Advisors bought 9,852 MarineMax shares in Q3 2015, an estimated $173K.
  • MarineMax made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #885 holding.
  • OFI Advisors first reported a position in MarineMax in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's MarineMax position peaked at $380K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held MarineMax as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.