Valley Wealth Managers’s Martin Marietta Materials MLM Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-1,433	Closed	-$319K	–	126
2017 Q2	$319K	Sell	1,433 -1,957	-58%	-$443K	0.04%	107
2017 Q1	$740K	Sell	3,390 -574	-14%	-$127K	0.1%	94
2016 Q4	$878K	Hold	3,964	–	–	0.13%	90
2016 Q3	$710K	Hold	3,964	–	–	0.1%	94
2016 Q2	$762K	Buy	3,964 +1,982	+100%	+$355K	0.12%	90
2016 Q1	$316K	Buy	+1,982	New	+$272K	0.05%	93

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Valley Wealth Managers's MLM Position: Q3 2017 in Review

Valley Wealth Managers sold out of Martin Marietta Materials (MLM) in Q3 2017, closing a stake of 1,433 shares — an estimated $319K sold.

Valley Wealth Managers first reported a position in MLM in Q1 2016 and held it in 6 quarters. The position peaked at $878K in Q4 2016. 503 funds tracked by Wall St. Rank hold MLM as of Q3 2017.

Valley Wealth Managers reported no remaining Martin Marietta Materials position as of Q3 2017 after selling out during the quarter.
Valley Wealth Managers sold 1,433 Martin Marietta Materials shares in Q3 2017, an estimated $319K.
Valley Wealth Managers first reported a position in Martin Marietta Materials in Q1 2016 and held it in 6 quarters.
Valley Wealth Managers's Martin Marietta Materials position peaked at $878K in Q4 2016.
503 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2017.

Based on Valley Wealth Managers's 13F filing for Q3 2017, filed 30 Oct 2017.