WRF
MMI icon

Waddell & Reed Financial’s Marcus & Millichap MMI Stock Holding History

Waddell & Reed Financial’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-78,200
Closed -$2.28M – 621
2015
Q4 		$2.28M Hold
78,200
– – ﹤0.01% 587
2015
Q3 		$3.6M Buy
+78,200
New +$3.66M 0.01% 526

Other funds holding MMI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waddell & Reed Financial's MMI Position: Q1 2016 in Review

Waddell & Reed Financial sold out of Marcus & Millichap (MMI) in Q1 2016, closing a stake of 78,200 shares — an estimated $2.28M sold.

Waddell & Reed Financial first reported a position in MMI in Q3 2015 and held it in 2 quarters. The position peaked at $3.6M in Q3 2015. 112 funds tracked by Wall St. Rank hold MMI as of Q1 2016.

  • Waddell & Reed Financial reported no remaining Marcus & Millichap position as of Q1 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 78,200 Marcus & Millichap shares in Q1 2016, an estimated $2.28M.
  • Waddell & Reed Financial first reported a position in Marcus & Millichap in Q3 2015 and held it in 2 quarters.
  • Waddell & Reed Financial's Marcus & Millichap position peaked at $3.6M in Q3 2015.
  • 112 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2016.

Based on Waddell & Reed Financial's 13F filing for Q1 2016, filed 13 May 2016.