WealthTrust-Arizona’s Martin Marietta Materials MLM Stock Holding History

WealthTrust-Arizona’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
2018 Q3	–	Sell	-246	Closed	-$55K	–	715
2018 Q2	$55K	Hold	246	–	–	0.03%	142
2018 Q1	$51K	Hold	246	–	–	0.03%	155
2017 Q4	$54K	Buy	246 +190	+339%	+$39.8K	0.03%	158
2017 Q3	$12K	Buy	+56	New	+$11.8K	0.01%	369

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

WealthTrust-Arizona's MLM Position: Q3 2018 in Review

WealthTrust-Arizona sold out of Martin Marietta Materials (MLM) in Q3 2018, closing a stake of 246 shares — an estimated $55K sold.

WealthTrust-Arizona first reported a position in MLM in Q3 2017 and held it in 4 quarters. The position peaked at $55K in Q2 2018. 537 funds tracked by Wall St. Rank hold MLM as of Q3 2018.

WealthTrust-Arizona reported no remaining Martin Marietta Materials position as of Q3 2018 after selling out during the quarter.
WealthTrust-Arizona sold 246 Martin Marietta Materials shares in Q3 2018, an estimated $55K.
WealthTrust-Arizona first reported a position in Martin Marietta Materials in Q3 2017 and held it in 4 quarters.
WealthTrust-Arizona's Martin Marietta Materials position peaked at $55K in Q2 2018.
537 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2018.

Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.