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Wealthspire Advisors (Maryland)’s Mohawk Industries MHK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,170
Closed -$148K – 1381
2019
Q1 		$148K Sell
1,170
-315
-21% -$41K 0.01% 516
2018
Q4 		$174K Buy
1,485
+238
+19% +$31.7K 0.02% 432
2018
Q3 		$219K Buy
1,247
+30
+2% +$5.88K 0.02% 430
2018
Q2 		$261K Sell
1,217
-200
-14% -$43.8K 0.02% 396
2018
Q1 		$329K Sell
1,417
-308
-18% -$79.3K 0.03% 335
2017
Q4 		$476K Sell
1,725
-86
-5% -$23.1K 0.05% 259
2017
Q3 		$448K Sell
1,811
-58
-3% -$14.4K 0.05% 259
2017
Q2 		$452K Sell
1,869
-19
-1% -$4.48K 0.05% 246
2017
Q1 		$433K Sell
1,888
-175
-8% -$38.5K 0.06% 210
2016
Q4 		$412K Buy
2,063
+549
+36% +$108K 0.06% 205
2016
Q3 		$303K Sell
1,514
-5
-0.3% -$1.03K 0.05% 271
2016
Q2 		$288K Buy
1,519
+18
+1% +$3.5K 0.05% 263
2016
Q1 		$287K Sell
1,501
-17
-1% -$2.96K 0.05% 266
2015
Q4 		$287K Buy
+1,518
New +$291K 0.05% 265

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MHK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mohawk Industries (MHK) in Q2 2019, closing a stake of 1,170 shares — an estimated $148K sold.

Wealthspire Advisors (Maryland) first reported a position in MHK in Q4 2015 and held it in 14 quarters. The position peaked at $476K in Q4 2017. 487 funds tracked by Wall St. Rank hold MHK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mohawk Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,170 Mohawk Industries shares in Q2 2019, an estimated $148K.
  • Wealthspire Advisors (Maryland) first reported a position in Mohawk Industries in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Mohawk Industries position peaked at $476K in Q4 2017.
  • 487 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.