AWMF
MKC.V icon

Arbor Wealth Management (Florida)’s McCormick & Company Voting MKC.V Stock Holding History

Arbor Wealth Management (Florida)’s Portfolio MKC.V Stock Details MKC.V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-204
Closed -$8K – 103
2015
Q4 		$8K Buy
+204
New +$8.58K 0.01% 124

Other funds holding MKC.V

BWFM
Bridgewater Wealth & Financial Management Bethesda, Maryland $251M AUM 19.36% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
BCCM
Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return

Arbor Wealth Management (Florida)'s MKC.V Position: Q1 2016 in Review

Arbor Wealth Management (Florida) sold out of McCormick & Company Voting (MKC.V) in Q1 2016, closing a stake of 204 shares — an estimated $8K sold.

Arbor Wealth Management (Florida) first reported a position in MKC.V in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 34 funds tracked by Wall St. Rank hold MKC.V as of Q1 2016.

  • Arbor Wealth Management (Florida) reported no remaining McCormick & Company Voting position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 204 McCormick & Company Voting shares in Q1 2016, an estimated $8K.
  • Arbor Wealth Management (Florida) first reported a position in McCormick & Company Voting in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management (Florida)'s McCormick & Company Voting position peaked at $8K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held McCormick & Company Voting as of Q1 2016.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q1 2016, filed 16 May 2016.