WP
MXIM

WealthPLAN Partners’s Maxim Integrated Products MXIM Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$41.4K Sell
1,044
-1,044
-50% -$41.2K 0.01% 368
2016
Q2 		$37.3K Buy
+2,088
New +$76.6K ﹤0.01% 1059

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthPLAN Partners's MXIM Position: Q3 2016 in Review

WealthPLAN Partners reduced its Maxim Integrated Products (MXIM) stake by 50% in Q3 2016, selling an estimated $41.2K and leaving 1,044 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #368.

WealthPLAN Partners first reported a position in MXIM in Q2 2016 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold MXIM as of Q3 2016.

  • WealthPLAN Partners held 1,044 shares of Maxim Integrated Products worth $41.4K as of Q3 2016.
  • WealthPLAN Partners sold 1,044 Maxim Integrated Products shares in Q3 2016, an estimated $41.2K.
  • Maxim Integrated Products made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #368 holding.
  • WealthPLAN Partners first reported a position in Maxim Integrated Products in Q2 2016 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.