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Reilly Financial Advisors’s MKS Inc MKSI Stock Holding History

Reilly Financial 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
2019
Q1 		– Sell
-50
Closed -$3K – 988
2018
Q4 		$3K Hold
50
– – ﹤0.01% 829
2018
Q3 		$4K Sell
50
-35
-41% -$3.2K ﹤0.01% 865
2018
Q2 		$8K Sell
85
-35
-29% -$3.82K ﹤0.01% 723
2018
Q1 		$14K Hold
120
– – ﹤0.01% 576
2017
Q4 		$11K Sell
120
-215
-64% -$21.4K ﹤0.01% 633
2017
Q3 		$32K Sell
335
-225
-40% -$18.4K ﹤0.01% 385
2017
Q2 		$38K Hold
560
– – 0.01% 354
2017
Q1 		$39K Sell
560
-100
-15% -$6.58K 0.01% 333
2016
Q4 		$39K Sell
660
-17,265
-96% -$932K 0.01% 316
2016
Q3 		$891K Buy
17,925
+1,765
+11% +$83.2K 0.16% 80
2016
Q2 		$696K Buy
16,160
+15,580
+2,686% +$605K 0.13% 85
2016
Q1 		$22K Hold
580
– – ﹤0.01% 570
2015
Q4 		$21K Hold
580
– – ﹤0.01% 594
2015
Q3 		$19K Hold
580
– – ﹤0.01% 622
2015
Q2 		$22K Hold
580
– – ﹤0.01% 650
2015
Q1 		$20K Buy
+580
New +$20.4K ﹤0.01% 668

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Reilly Financial Advisors's MKSI Position: Q1 2019 in Review

Reilly Financial Advisors sold out of MKS Inc (MKSI) in Q1 2019, closing a stake of 50 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in MKSI in Q1 2015 and held it in 16 quarters. The position peaked at $891K in Q3 2016. 333 funds tracked by Wall St. Rank hold MKSI as of Q1 2019.

  • Reilly Financial Advisors reported no remaining MKS Inc position as of Q1 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 50 MKS Inc shares in Q1 2019, an estimated $3K.
  • Reilly Financial Advisors first reported a position in MKS Inc in Q1 2015 and held it in 16 quarters.
  • Reilly Financial Advisors's MKS Inc position peaked at $891K in Q3 2016.
  • 333 funds tracked by Wall St. Rank held MKS Inc as of Q1 2019.

Based on Reilly Financial Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.