Sheets Smith Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Sheets Smith 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 Q3	–	Sell	-2,031	Closed	-$452K	–	309
2017 Q2	$452K	Buy	+2,031	New	+$460K	0.12%	179
2017 Q1	–	Sell	-3,540	Closed	-$784K	–	298
2016 Q4	$784K	Buy	+3,540	New	+$727K	0.22%	127
2016 Q3	–	Sell	-5,693	Closed	-$1.09M	–	277
2016 Q2	$1.09M	Buy	+5,693	New	+$1.02M	0.32%	88
2015 Q3	–	Sell	-5,644	Closed	-$799K	–	228
2015 Q2	$799K	Buy	+5,644	New	+$823K	0.22%	132
2013 Q3	–	Sell	-4,768	Closed	-$469K	–	246
2013 Q2	$469K	Buy	+4,768	New	+$495K	0.16%	174

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sheets Smith Wealth Management's MLM Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of Martin Marietta Materials (MLM) in Q3 2017, closing a stake of 2,031 shares — an estimated $452K sold.

Sheets Smith Wealth Management first reported a position in MLM in Q2 2013 and held it in 5 quarters. The position peaked at $1.09M in Q2 2016. 503 funds tracked by Wall St. Rank hold MLM as of Q3 2017.

Sheets Smith Wealth Management reported no remaining Martin Marietta Materials position as of Q3 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,031 Martin Marietta Materials shares in Q3 2017, an estimated $452K.
Sheets Smith Wealth Management first reported a position in Martin Marietta Materials in Q2 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's Martin Marietta Materials position peaked at $1.09M in Q2 2016.
503 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.