WMS Partners’s Marriott International MAR Stock Holding History

WMS Partners’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,561	Closed	-$359K	–	231
2019 Q2	$359K	Hold	2,561	–	–	0.09%	141
2019 Q1	$320K	Hold	2,561	–	–	0.08%	143
2018 Q4	$278K	Sell	2,561 -1,200	-32%	-$138K	0.08%	145
2018 Q3	$497K	Hold	3,761	–	–	0.06%	121
2018 Q2	$476K	Sell	3,761 -9	-0.2%	-$1.22K	0.06%	124
2018 Q1	$513K	Sell	3,770 -1,544	-29%	-$216K	0.06%	113
2017 Q4	$721K	Sell	5,314 -140	-3%	-$17.2K	0.08%	97
2017 Q3	$601K	Buy	5,454 +140	+3%	+$14.4K	0.07%	111
2017 Q2	$533K	Sell	5,314 -550	-9%	-$55K	0.07%	118
2017 Q1	$552K	Hold	5,864	–	–	0.07%	106
2016 Q4	$485K	Sell	5,864 -500	-8%	-$37.6K	0.06%	110
2016 Q3	$428K	Buy	6,364 +3,200	+101%	+$226K	0.06%	121
2016 Q2	$210K	Hold	3,164	–	–	0.03%	194
2016 Q1	$225K	Buy	+3,164	New	+$207K	0.03%	184
2015 Q3	–	Sell	-2,914	Closed	-$217K	–	235
2015 Q2	$217K	Buy	2,914 +49	+2%	+$3.87K	0.03%	253
2015 Q1	$230K	Buy	+2,865	New	+$228K	0.03%	232

Other funds holding MAR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WMS Partners's MAR Position: Q3 2019 in Review

WMS Partners sold out of Marriott International (MAR) in Q3 2019, closing a stake of 2,561 shares — an estimated $359K sold.

WMS Partners first reported a position in MAR in Q1 2015 and held it in 16 quarters. The position peaked at $721K in Q4 2017. 800 funds tracked by Wall St. Rank hold MAR as of Q3 2019.

WMS Partners reported no remaining Marriott International position as of Q3 2019 after selling out during the quarter.
WMS Partners sold 2,561 Marriott International shares in Q3 2019, an estimated $359K.
WMS Partners first reported a position in Marriott International in Q1 2015 and held it in 16 quarters.
WMS Partners's Marriott International position peaked at $721K in Q4 2017.
800 funds tracked by Wall St. Rank held Marriott International as of Q3 2019.

Based on WMS Partners's 13F filing for Q3 2019, filed 7 Nov 2019.