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Advisor Group’s McGrath RentCorp MGRC Stock Holding History

Advisor Group’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$410K Sell
5,344
-22
-0.4% -$1.6K ﹤0.01% 1812
2019
Q3 		$374K Buy
5,366
+3,910
+269% +$257K ﹤0.01% 1822
2019
Q2 		$89K Sell
1,456
-760
-34% -$45.4K ﹤0.01% 2950
2019
Q1 		$125K Sell
2,216
-384
-15% -$20.5K ﹤0.01% 2663
2018
Q4 		$135K Buy
2,600
+369
+17% +$19K ﹤0.01% 2395
2018
Q3 		$122K Buy
2,231
+1,150
+106% +$67K ﹤0.01% 2601
2018
Q2 		$68K Buy
1,081
+147
+16% +$9.06K ﹤0.01% 2842
2018
Q1 		$50K Sell
934
-32
-3% -$1.6K ﹤0.01% 3062
2017
Q4 		$45K Buy
966
+575
+147% +$26.6K ﹤0.01% 3153
2017
Q3 		$17K Buy
+391
New +$15K ﹤0.01% 3652

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Advisor Group's MGRC Position: Q4 2019 in Review

Advisor Group reduced its McGrath RentCorp (MGRC) stake by 0.41% in Q4 2019, selling an estimated $1.6K and leaving 5,344 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Advisor Group first reported a position in MGRC in Q3 2017 and has held it in 10 quarters since. 199 funds tracked by Wall St. Rank hold MGRC as of Q4 2019.

  • Advisor Group held 5,344 shares of McGrath RentCorp worth $410K as of Q4 2019.
  • Advisor Group sold 22 McGrath RentCorp shares in Q4 2019, an estimated $1.6K.
  • McGrath RentCorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1812 holding.
  • Advisor Group first reported a position in McGrath RentCorp in Q3 2017 and has held it in 10 quarters since.
  • 199 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.