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Wealthfront’s MKS Inc MKSI Stock Holding History

Wealthfront’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-263
Closed -$9K – 746
2015
Q3 		$9K Buy
263
+152
+137% +$5.29K ﹤0.01% 985
2015
Q2 		$4K Buy
111
+83
+296% +$3.02K ﹤0.01% 1097
2015
Q1 		$1K Buy
28
+27
+2,700% +$949 ﹤0.01% 1114
2014
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 863

Other funds holding MKSI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's MKSI Position: Q4 2015 in Review

Wealthfront sold out of MKS Inc (MKSI) in Q4 2015, closing a stake of 263 shares — an estimated $9K sold.

Wealthfront first reported a position in MKSI in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 184 funds tracked by Wall St. Rank hold MKSI as of Q4 2015.

  • Wealthfront reported no remaining MKS Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 263 MKS Inc shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in MKS Inc in Q4 2014 and held it in 4 quarters.
  • Wealthfront's MKS Inc position peaked at $9K in Q3 2015.
  • 184 funds tracked by Wall St. Rank held MKS Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.