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Wealthspire Advisors (Maryland)’s MKS Inc MKSI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed -$1K – 1386
2019
Q1 		$1K Sell
12
-10
-45% -$806 ﹤0.01% 2357
2018
Q4 		$1K Sell
22
-120
-85% -$8.68K ﹤0.01% 2295
2018
Q3 		$11K Buy
142
+8
+6% +$731 ﹤0.01% 1484
2018
Q2 		$13K Sell
134
-159
-54% -$17.3K ﹤0.01% 1456
2018
Q1 		$34K Sell
293
-11
-4% -$1.21K ﹤0.01% 1125
2017
Q4 		$29K Sell
304
-538
-64% -$53.6K ﹤0.01% 1211
2017
Q3 		$80K Buy
842
+642
+321% +$52.5K 0.01% 797
2017
Q2 		$13K Hold
200
– – ﹤0.01% 1436
2017
Q1 		$14K Buy
+200
New +$13.2K ﹤0.01% 1202

Other funds holding MKSI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of MKS Inc (MKSI) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in MKSI in Q1 2017 and held it in 9 quarters. The position peaked at $80K in Q3 2017. 310 funds tracked by Wall St. Rank hold MKSI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MKS Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 MKS Inc shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in MKS Inc in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s MKS Inc position peaked at $80K in Q3 2017.
  • 310 funds tracked by Wall St. Rank held MKS Inc as of Q2 2019.

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