UPA
MXIM

Union Point Advisors’s Maxim Integrated Products MXIM Stock Holding History

Union Point Advisors’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
Q2 		– Sell
-332,117
Closed -$11.6M – 20
2015
Q1 		$11.6M Sell
332,117
-7,127
-2% -$243K 5.96% 9
2014
Q4 		$10.8M Buy
+339,244
New +$9.97M 4.54% 11

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Union Point Advisors's MXIM Position: Q2 2015 in Review

Union Point Advisors sold out of Maxim Integrated Products (MXIM) in Q2 2015, closing a stake of 332,117 shares — an estimated $11.6M sold.

Union Point Advisors first reported a position in MXIM in Q4 2014 and held it in 2 quarters. The position peaked at $11.6M in Q1 2015. 339 funds tracked by Wall St. Rank hold MXIM as of Q2 2015.

  • Union Point Advisors reported no remaining Maxim Integrated Products position as of Q2 2015 after selling out during the quarter.
  • Union Point Advisors sold 332,117 Maxim Integrated Products shares in Q2 2015, an estimated $11.6M.
  • Union Point Advisors first reported a position in Maxim Integrated Products in Q4 2014 and held it in 2 quarters.
  • Union Point Advisors's Maxim Integrated Products position peaked at $11.6M in Q1 2015.
  • 339 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2015.

Based on Union Point Advisors's 13F filing for Q2 2015.