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Transform Wealth’s Martin Marietta Materials MLM Stock Holding History

Transform Wealth’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
Q2 		– Sell
-5,301
Closed -$1.16M – 111
2017
Q1 		$1.16M Buy
5,301
+383
+8% +$84.5K 0.43% 77
2016
Q4 		$1.09M Buy
+4,918
New +$1.01M 0.43% 75

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Transform Wealth's MLM Position: Q2 2017 in Review

Transform Wealth sold out of Martin Marietta Materials (MLM) in Q2 2017, closing a stake of 5,301 shares — an estimated $1.16M sold.

Transform Wealth first reported a position in MLM in Q4 2016 and held it in 2 quarters. The position peaked at $1.16M in Q1 2017. 510 funds tracked by Wall St. Rank hold MLM as of Q2 2017.

  • Transform Wealth reported no remaining Martin Marietta Materials position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 5,301 Martin Marietta Materials shares in Q2 2017, an estimated $1.16M.
  • Transform Wealth first reported a position in Martin Marietta Materials in Q4 2016 and held it in 2 quarters.
  • Transform Wealth's Martin Marietta Materials position peaked at $1.16M in Q1 2017.
  • 510 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.