PWM
MLM icon

Patriot Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Patriot Wealth Management’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-27,357
Closed -$5.64M – 91
2017
Q3 		$5.64M Buy
27,357
+221
+0.8% +$46.7K 0.91% 42
2017
Q2 		$6.04M Buy
+27,136
New +$6.14M 1.01% 39

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patriot Wealth Management's MLM Position: Q4 2017 in Review

Patriot Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2017, closing a stake of 27,357 shares — an estimated $5.64M sold.

Patriot Wealth Management first reported a position in MLM in Q2 2017 and held it in 2 quarters. The position peaked at $6.04M in Q2 2017. 538 funds tracked by Wall St. Rank hold MLM as of Q4 2017.

  • Patriot Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 27,357 Martin Marietta Materials shares in Q4 2017, an estimated $5.64M.
  • Patriot Wealth Management first reported a position in Martin Marietta Materials in Q2 2017 and held it in 2 quarters.
  • Patriot Wealth Management's Martin Marietta Materials position peaked at $6.04M in Q2 2017.
  • 538 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.