Omnia Family Wealth’s Marcus & Millichap MMI Stock Holding History

Omnia Family Wealth’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-43	Closed	-$1K	–	754
2016 Q4	$1K	Buy	+43	New	+$1.12K	﹤0.01%	692

Other funds holding MMI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Omnia Family Wealth's MMI Position: Q1 2017 in Review

Omnia Family Wealth sold out of Marcus & Millichap (MMI) in Q1 2017, closing a stake of 43 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in MMI in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 109 funds tracked by Wall St. Rank hold MMI as of Q1 2017.

Omnia Family Wealth reported no remaining Marcus & Millichap position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 43 Marcus & Millichap shares in Q1 2017, an estimated $1K.
Omnia Family Wealth first reported a position in Marcus & Millichap in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's Marcus & Millichap position peaked at $1K in Q4 2016.
109 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.