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Bank of Nova Scotia Trust’s Markel Group MKL Stock Holding History

Bank of Nova Scotia Trust’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
2016
Q3 		– Sell
-385
Closed -$367K – 115
2016
Q2 		$367K Hold
385
– – 0.05% 81
2016
Q1 		$343K Hold
385
– – 0.05% 84
2015
Q4 		$340K Sell
385
-385
-50% -$335K 0.05% 86
2015
Q3 		$617K Hold
770
– – 0.09% 83
2015
Q2 		$639K Hold
770
– – 0.08% 88
2015
Q1 		$592K Hold
770
– – 0.08% 85
2014
Q4 		$526K Buy
770
+400
+108% +$271K 0.06% 77
2014
Q3 		$235K Hold
370
– – 0.03% 109
2014
Q2 		$243K Hold
370
– – 0.03% 106
2014
Q1 		$221K Hold
370
– – 0.03% 110
2013
Q4 		$215K Buy
+370
New +$201K 0.03% 109

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bank of Nova Scotia Trust's MKL Position: Q3 2016 in Review

Bank of Nova Scotia Trust sold out of Markel Group (MKL) in Q3 2016, closing a stake of 385 shares — an estimated $367K sold.

Bank of Nova Scotia Trust first reported a position in MKL in Q4 2013 and held it in 11 quarters. The position peaked at $639K in Q2 2015. 419 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • Bank of Nova Scotia Trust reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 385 Markel Group shares in Q3 2016, an estimated $367K.
  • Bank of Nova Scotia Trust first reported a position in Markel Group in Q4 2013 and held it in 11 quarters.
  • Bank of Nova Scotia Trust's Markel Group position peaked at $639K in Q2 2015.
  • 419 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on Bank of Nova Scotia Trust's 13F filing for Q3 2016, filed 14 Nov 2016.