Waldron Private Wealth’s Mohawk Industries MHK Stock Holding History

Waldron Private Wealth’s Portfolio MHK Stock Details MHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,854	Closed	-$256K	–	123
2014 Q2	$256K	Sell	1,854 -69	-4%	-$9.33K	0.12%	88
2014 Q1	$261K	Buy	1,923 +401	+26%	+$57.4K	0.13%	84
2013 Q4	$227K	Buy	+1,522	New	+$208K	0.1%	97

Other funds holding MHK

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waldron Private Wealth's MHK Position: Q3 2014 in Review

Waldron Private Wealth sold out of Mohawk Industries (MHK) in Q3 2014, closing a stake of 1,854 shares — an estimated $256K sold.

Waldron Private Wealth first reported a position in MHK in Q4 2013 and held it in 3 quarters. The position peaked at $261K in Q1 2014. 370 funds tracked by Wall St. Rank hold MHK as of Q3 2014.

Waldron Private Wealth reported no remaining Mohawk Industries position as of Q3 2014 after selling out during the quarter.
Waldron Private Wealth sold 1,854 Mohawk Industries shares in Q3 2014, an estimated $256K.
Waldron Private Wealth first reported a position in Mohawk Industries in Q4 2013 and held it in 3 quarters.
Waldron Private Wealth's Mohawk Industries position peaked at $261K in Q1 2014.
370 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2014.

Based on Waldron Private Wealth's 13F filing for Q3 2014, filed 13 Nov 2014.