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Avantax Planning Partners’s Markel Group MKL Stock Holding History

Avantax Planning Partners’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2
Closed -$2K – 842
2018
Q3 		$2K Buy
+2
New +$2.35K ﹤0.01% 1347
2018
Q2 		– Sell
-4
Closed -$5K – 975
2018
Q1 		$5K Buy
+4
New +$4.5K ﹤0.01% 1330

Other funds holding MKL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Avantax Planning Partners's MKL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Markel Group (MKL) in Q4 2018, closing a stake of 2 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in MKL in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2 Markel Group shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Markel Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Markel Group position peaked at $5K in Q1 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.