PWS
MXIM

Peloton Wealth Strategists’s Maxim Integrated Products MXIM Stock Holding History

Peloton Wealth Strategists’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-22,000
Closed -$729K – 99
2014
Q1 		$729K Sell
22,000
-400
-2% -$12.3K 0.6% 59
2013
Q4 		$625K Sell
22,400
-500
-2% -$14.5K 0.51% 64
2013
Q3 		$683K Sell
22,900
-200
-0.9% -$5.69K 0.57% 62
2013
Q2 		$642K Buy
+23,100
New +$700K 0.58% 58

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peloton Wealth Strategists's MXIM Position: Q2 2014 in Review

Peloton Wealth Strategists sold out of Maxim Integrated Products (MXIM) in Q2 2014, closing a stake of 22,000 shares — an estimated $729K sold.

Peloton Wealth Strategists first reported a position in MXIM in Q2 2013 and held it in 4 quarters. The position peaked at $729K in Q1 2014. 358 funds tracked by Wall St. Rank hold MXIM as of Q2 2014.

  • Peloton Wealth Strategists reported no remaining Maxim Integrated Products position as of Q2 2014 after selling out during the quarter.
  • Peloton Wealth Strategists sold 22,000 Maxim Integrated Products shares in Q2 2014, an estimated $729K.
  • Peloton Wealth Strategists first reported a position in Maxim Integrated Products in Q2 2013 and held it in 4 quarters.
  • Peloton Wealth Strategists's Maxim Integrated Products position peaked at $729K in Q1 2014.
  • 358 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2014.

Based on Peloton Wealth Strategists's 13F filing for Q2 2014, filed 31 Jul 2014.