BWM
MDR

BerganKDV Wealth Management’s McDermott International MDR Stock Holding History

BerganKDV Wealth Management’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-250
Closed -$2K – 788
2019
Q1 		$2K Hold
250
– – ﹤0.01% 675
2018
Q4 		$2K Buy
+250
New +$2.64K ﹤0.01% 630

Other funds holding MDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BerganKDV Wealth Management's MDR Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of McDermott International (MDR) in Q2 2019, closing a stake of 250 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in MDR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 280 funds tracked by Wall St. Rank hold MDR as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining McDermott International position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 250 McDermott International shares in Q2 2019, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in McDermott International in Q4 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's McDermott International position peaked at $2K in Q1 2019.
  • 280 funds tracked by Wall St. Rank held McDermott International as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.