UFA
MKTAY

US Financial Advisors’s MAKITA CORP SPONS ADR MKTAY Stock Holding History

US Financial Advisors’s Portfolio MKTAY Stock Details MKTAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-41
Closed -$2K – 632
2015
Q2 		$2K Buy
+41
New +$2K ﹤0.01% 422

Other funds holding MKTAY

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

US Financial Advisors's MKTAY Position: Q3 2015 in Review

US Financial Advisors sold out of MAKITA CORP SPONS ADR (MKTAY) in Q3 2015, closing a stake of 41 shares — an estimated $2K sold.

US Financial Advisors first reported a position in MKTAY in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 10 funds tracked by Wall St. Rank hold MKTAY as of Q3 2015.

  • US Financial Advisors reported no remaining MAKITA CORP SPONS ADR position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 41 MAKITA CORP SPONS ADR shares in Q3 2015, an estimated $2K.
  • US Financial Advisors first reported a position in MAKITA CORP SPONS ADR in Q2 2015 and held it in 1 quarter.
  • US Financial Advisors's MAKITA CORP SPONS ADR position peaked at $2K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held MAKITA CORP SPONS ADR as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.