Transform Wealth’s Mohawk Industries MHK Stock Holding History

Transform Wealth’s Portfolio MHK Stock Details MHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-950	Closed	-$204K	–	210
2018 Q2	$204K	Sell	950 -400	-30%	-$87.6K	0.04%	206
2018 Q1	$313K	Hold	1,350	–	–	0.06%	198
2017 Q4	$372K	Hold	1,350	–	–	0.07%	200
2017 Q3	$334K	Buy	+1,350	New	+$336K	0.12%	174
2017 Q2	–	Sell	-1,350	Closed	-$310K	–	109
2017 Q1	$310K	Sell	1,350 -1,000	-43%	-$220K	0.12%	178
2016 Q4	$469K	Hold	2,350	–	–	0.19%	152
2016 Q3	$471K	Hold	2,350	–	–	0.2%	137
2016 Q2	$446K	Buy	+2,350	New	+$457K	0.19%	147

Other funds holding MHK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's MHK Position: Q3 2018 in Review

Transform Wealth sold out of Mohawk Industries (MHK) in Q3 2018, closing a stake of 950 shares — an estimated $204K sold.

Transform Wealth first reported a position in MHK in Q2 2016 and held it in 8 quarters. The position peaked at $471K in Q3 2016. 521 funds tracked by Wall St. Rank hold MHK as of Q3 2018.

Transform Wealth reported no remaining Mohawk Industries position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 950 Mohawk Industries shares in Q3 2018, an estimated $204K.
Transform Wealth first reported a position in Mohawk Industries in Q2 2016 and held it in 8 quarters.
Transform Wealth's Mohawk Industries position peaked at $471K in Q3 2016.
521 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.