WA
MXIM

Waverly Advisors’s Maxim Integrated Products MXIM Stock Holding History

Waverly Advisors’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-307
Closed -$16K – 375
2017
Q4 		$16K Buy
+307
New +$16K ﹤0.01% 302
2016
Q1 		– Sell
-7,200
Closed -$274K – 128
2015
Q4 		$274K Buy
+7,200
New +$275K 0.12% 99
2014
Q1 		– Sell
-7,200
Closed -$201K – 855
2013
Q4 		$201K Hold
7,200
– – 0.07% 149
2013
Q3 		$215K Hold
7,200
– – 0.11% 97
2013
Q2 		$200K Buy
+7,200
New +$218K 0.12% 94

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's MXIM Position: Q1 2018 in Review

Waverly Advisors sold out of Maxim Integrated Products (MXIM) in Q1 2018, closing a stake of 307 shares — an estimated $16K sold.

Waverly Advisors first reported a position in MXIM in Q2 2013 and held it in 5 quarters. The position peaked at $274K in Q4 2015. 493 funds tracked by Wall St. Rank hold MXIM as of Q1 2018.

  • Waverly Advisors reported no remaining Maxim Integrated Products position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 307 Maxim Integrated Products shares in Q1 2018, an estimated $16K.
  • Waverly Advisors first reported a position in Maxim Integrated Products in Q2 2013 and held it in 5 quarters.
  • Waverly Advisors's Maxim Integrated Products position peaked at $274K in Q4 2015.
  • 493 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.