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Patriot Financial Group Insurance Agency’s MKS Inc MKSI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-30
Closed -$3K – 797
2018
Q1 		$3K Buy
+30
New +$3.29K ﹤0.01% 831

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Neuberger Berman Group
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MKSI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of MKS Inc (MKSI) in Q2 2018, closing a stake of 30 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in MKSI in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 390 funds tracked by Wall St. Rank hold MKSI as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining MKS Inc position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 30 MKS Inc shares in Q2 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in MKS Inc in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's MKS Inc position peaked at $3K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held MKS Inc as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.