Aptus Capital Advisors’s Marcus Corp MCS Stock Holding History

Aptus Capital Advisors’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,600	Closed	-$379K	–	318
2018 Q4	$379K	Buy	+9,600	New	+$397K	0.1%	72

Other funds holding MCS

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aptus Capital Advisors's MCS Position: Q1 2019 in Review

Aptus Capital Advisors sold out of Marcus Corp (MCS) in Q1 2019, closing a stake of 9,600 shares — an estimated $379K sold.

Aptus Capital Advisors first reported a position in MCS in Q4 2018 and held it in 1 quarter. The position peaked at $379K in Q4 2018. 196 funds tracked by Wall St. Rank hold MCS as of Q1 2019.

Aptus Capital Advisors reported no remaining Marcus Corp position as of Q1 2019 after selling out during the quarter.
Aptus Capital Advisors sold 9,600 Marcus Corp shares in Q1 2019, an estimated $379K.
Aptus Capital Advisors first reported a position in Marcus Corp in Q4 2018 and held it in 1 quarter.
Aptus Capital Advisors's Marcus Corp position peaked at $379K in Q4 2018.
196 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2019.

Based on Aptus Capital Advisors's 13F filing for Q1 2019, filed 15 May 2019.