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United Asset Strategies’s MKS Inc MKSI Stock Holding History

United Asset Strategies’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,671
Closed -$374K – 201
2018
Q3 		$374K Buy
+4,671
New +$427K 0.09% 158
2018
Q2 		– Sell
-3,945
Closed -$456K – 202
2018
Q1 		$456K Buy
+3,945
New +$433K 0.13% 131

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Asset Strategies's MKSI Position: Q4 2018 in Review

United Asset Strategies sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 4,671 shares — an estimated $374K sold.

United Asset Strategies first reported a position in MKSI in Q1 2018 and held it in 2 quarters. The position peaked at $456K in Q1 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • United Asset Strategies reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • United Asset Strategies sold 4,671 MKS Inc shares in Q4 2018, an estimated $374K.
  • United Asset Strategies first reported a position in MKS Inc in Q1 2018 and held it in 2 quarters.
  • United Asset Strategies's MKS Inc position peaked at $456K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.