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Clearwater Capital Advisors’s Markel Group MKL Stock Holding History

Clearwater Capital Advisors’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
Q2 		– Sell
-3
Closed -$4K – 413
2018
Q1 		$4K Buy
+3
New +$3.38K ﹤0.01% 548

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clearwater Capital Advisors's MKL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Markel Group (MKL) in Q2 2018, closing a stake of 3 shares — an estimated $4K sold.

Clearwater Capital Advisors first reported a position in MKL in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 496 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 3 Markel Group shares in Q2 2018, an estimated $4K.
  • Clearwater Capital Advisors first reported a position in Markel Group in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Markel Group position peaked at $4K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.