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Transform Wealth’s Marriott International MAR Stock Holding History

Transform Wealth’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,585
Closed -$215K – 248
2017
Q4 		$215K Buy
+1,585
New +$195K 0.04% 233
2017
Q2 		– Sell
-20,086
Closed -$1.89M – 103
2017
Q1 		$1.89M Buy
20,086
+1,631
+9% +$142K 0.71% 33
2016
Q4 		$1.53M Buy
18,455
+47
+0.3% +$3.54K 0.61% 40
2016
Q3 		$1.24M Buy
+18,408
New +$1.3M 0.53% 60

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's MAR Position: Q1 2018 in Review

Transform Wealth sold out of Marriott International (MAR) in Q1 2018, closing a stake of 1,585 shares — an estimated $215K sold.

Transform Wealth first reported a position in MAR in Q3 2016 and held it in 4 quarters. The position peaked at $1.89M in Q1 2017. 836 funds tracked by Wall St. Rank hold MAR as of Q1 2018.

  • Transform Wealth reported no remaining Marriott International position as of Q1 2018 after selling out during the quarter.
  • Transform Wealth sold 1,585 Marriott International shares in Q1 2018, an estimated $215K.
  • Transform Wealth first reported a position in Marriott International in Q3 2016 and held it in 4 quarters.
  • Transform Wealth's Marriott International position peaked at $1.89M in Q1 2017.
  • 836 funds tracked by Wall St. Rank held Marriott International as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.