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MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ on AMAT, newest first. How the timeline and the estimate are built.

MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ held 35,812 AMAT shares at 2018-03-31 per its 13F-HR filed 2018-05-09.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 35,812 shares
    Change vs previous 13F +16,338 shares

    3.3% of the 13F portfolio, value $1,991,000.

    13F-HR 0000883487-18-000002 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 19,474 shares
    Change vs previous 13F -2,216 shares

    1.59% of the 13F portfolio, value $996,000.

    13F-HR 0000883487-18-000001 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 21,690 shares
    Change vs previous 13F -361 shares

    1.76% of the 13F portfolio, value $1,129,000.

    13F-HR 0000883487-17-000004 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 22,051 shares
    Change vs previous 13F -22,593 shares

    1.59% of the 13F portfolio, value $911,000.

    13F-HR 0000883487-17-000003 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 44,644 shares
    Change vs previous 13F +175 shares

    2.82% of the 13F portfolio, value $1,737,000.

    13F-HR 0000883487-17-000002 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-12-31
    13F 44,469 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $1,435,000.

    13F-HR 0000883487-17-000001 filed by MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).