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One Wealth Advisors’s MKS Inc MKSI Stock Holding History

One Wealth Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-956
Closed -$77K – 330
2018
Q3 		$77K Sell
956
-29
-3% -$2.65K 0.06% 218
2018
Q2 		$94K Buy
985
+305
+45% +$33.3K 0.08% 203
2018
Q1 		$79K Buy
+680
New +$74.7K 0.07% 199

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's MKSI Position: Q4 2018 in Review

One Wealth Advisors sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 956 shares — an estimated $77K sold.

One Wealth Advisors first reported a position in MKSI in Q1 2018 and held it in 3 quarters. The position peaked at $94K in Q2 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • One Wealth Advisors reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 956 MKS Inc shares in Q4 2018, an estimated $77K.
  • One Wealth Advisors first reported a position in MKS Inc in Q1 2018 and held it in 3 quarters.
  • One Wealth Advisors's MKS Inc position peaked at $94K in Q2 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.