SWM
MXIM

Strategic Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Strategic Wealth Management’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
2015
Q1 		– Sell
-19,558
Closed -$623K – 59
2014
Q4 		$623K Sell
19,558
-1,117
-5% -$32.8K 0.61% 39
2014
Q3 		$625K Buy
+20,675
New +$650K 0.65% 36

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Wealth Management's MXIM Position: Q1 2015 in Review

Strategic Wealth Management sold out of Maxim Integrated Products (MXIM) in Q1 2015, closing a stake of 19,558 shares — an estimated $623K sold.

Strategic Wealth Management first reported a position in MXIM in Q3 2014 and held it in 2 quarters. The position peaked at $625K in Q3 2014. 359 funds tracked by Wall St. Rank hold MXIM as of Q1 2015.

  • Strategic Wealth Management reported no remaining Maxim Integrated Products position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 19,558 Maxim Integrated Products shares in Q1 2015, an estimated $623K.
  • Strategic Wealth Management first reported a position in Maxim Integrated Products in Q3 2014 and held it in 2 quarters.
  • Strategic Wealth Management's Maxim Integrated Products position peaked at $625K in Q3 2014.
  • 359 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.