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Wealthspire Advisors (Maryland)’s Martin Marietta Materials MLM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-183
Closed -$37K – 1391
2019
Q1 		$37K Sell
183
-6
-3% -$1.12K ﹤0.01% 1021
2018
Q4 		$32K Buy
189
+151
+397% +$26.8K ﹤0.01% 1028
2018
Q3 		$7K Buy
38
+8
+27% +$1.65K ﹤0.01% 1665
2018
Q2 		$7K Sell
30
-11
-27% -$2.35K ﹤0.01% 1669
2018
Q1 		$8K Sell
41
-28
-41% -$6.07K ﹤0.01% 1646
2017
Q4 		$15K Sell
69
-3
-4% -$628 ﹤0.01% 1432
2017
Q3 		$15K Sell
72
-42
-37% -$8.88K ﹤0.01% 1411
2017
Q2 		$25K Buy
114
+46
+68% +$10.4K ﹤0.01% 1184
2017
Q1 		$15K Buy
68
+18
+36% +$3.97K ﹤0.01% 1180
2016
Q4 		$11K Sell
50
-137
-73% -$28.2K ﹤0.01% 1197
2016
Q3 		$33K Sell
187
-42
-18% -$8.02K 0.01% 895
2016
Q2 		$44K Buy
229
+214
+1,427% +$38.3K 0.01% 772
2016
Q1 		$2K Sell
15
-396
-96% -$54.4K ﹤0.01% 1540
2015
Q4 		$56K Buy
+411
New +$62.4K 0.01% 683

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Martin Marietta Materials (MLM) in Q2 2019, closing a stake of 183 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in MLM in Q4 2015 and held it in 14 quarters. The position peaked at $56K in Q4 2015. 569 funds tracked by Wall St. Rank hold MLM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Martin Marietta Materials position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 183 Martin Marietta Materials shares in Q2 2019, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in Martin Marietta Materials in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Martin Marietta Materials position peaked at $56K in Q4 2015.
  • 569 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2019.

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