West Oak Capital’s Marcus & Millichap MMI Stock Holding History

West Oak Capital’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-300	Closed	-$11.7K	–	371
2018 Q2	$11.7K	Buy	+300	New	+$11.1K	0.01%	254

Other funds holding MMI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Oak Capital's MMI Position: Q3 2018 in Review

West Oak Capital sold out of Marcus & Millichap (MMI) in Q3 2018, closing a stake of 300 shares — an estimated $11.7K sold.

West Oak Capital first reported a position in MMI in Q2 2018 and held it in 1 quarter. The position peaked at $11.7K in Q2 2018. 163 funds tracked by Wall St. Rank hold MMI as of Q3 2018.

West Oak Capital reported no remaining Marcus & Millichap position as of Q3 2018 after selling out during the quarter.
West Oak Capital sold 300 Marcus & Millichap shares in Q3 2018, an estimated $11.7K.
West Oak Capital first reported a position in Marcus & Millichap in Q2 2018 and held it in 1 quarter.
West Oak Capital's Marcus & Millichap position peaked at $11.7K in Q2 2018.
163 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2018.

Based on West Oak Capital's 13F filing for Q3 2018, filed 4 Oct 2018.