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Patriot Financial Group Insurance Agency’s Marcus Corp MCS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11
Closed – – 1934
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1772
2020
Q2 		$0 Hold
11
– – ﹤0.01% 1768
2020
Q1 		$0 Hold
11
– – ﹤0.01% 1667
2019
Q4 		$0 Buy
11
+5
+83% +$169 ﹤0.01% 1396
2019
Q3 		$0 Hold
6
– – ﹤0.01% 1403
2019
Q2 		$1K Buy
+6
New +$221 ﹤0.01% 1277

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM

Patriot Financial Group Insurance Agency's MCS Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Marcus Corp (MCS) in Q4 2020, closing a stake of 11 shares.

Patriot Financial Group Insurance Agency first reported a position in MCS in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 143 funds tracked by Wall St. Rank hold MCS as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Marcus Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11 Marcus Corp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Marcus Corp in Q2 2019 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Marcus Corp position peaked at $1K in Q2 2019.
  • 143 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.