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Stephens Inc’s Marchex MCHX Stock Holding History

Stephens Inc’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-159,578
Closed -$732K – 843
2014
Q4 		$732K Buy
159,578
+128,573
+415% +$507K 0.03% 421
2014
Q3 		$129K Sell
31,005
-448,768
-94% -$4.18M 0.01% 738
2014
Q2 		$5.77M Buy
479,773
+38,408
+9% +$404K 0.29% 65
2014
Q1 		$4.64M Buy
+441,365
New +$4.66M 0.25% 85

Other funds holding MCHX

ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Stephens Inc's MCHX Position: Q1 2015 in Review

Stephens Inc sold out of Marchex (MCHX) in Q1 2015, closing a stake of 159,578 shares — an estimated $732K sold.

Stephens Inc first reported a position in MCHX in Q1 2014 and held it in 4 quarters. The position peaked at $5.77M in Q2 2014. 92 funds tracked by Wall St. Rank hold MCHX as of Q1 2015.

  • Stephens Inc reported no remaining Marchex position as of Q1 2015 after selling out during the quarter.
  • Stephens Inc sold 159,578 Marchex shares in Q1 2015, an estimated $732K.
  • Stephens Inc first reported a position in Marchex in Q1 2014 and held it in 4 quarters.
  • Stephens Inc's Marchex position peaked at $5.77M in Q2 2014.
  • 92 funds tracked by Wall St. Rank held Marchex as of Q1 2015.

Based on Stephens Inc's 13F filing for Q1 2015, filed 6 May 2015.