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Cornerstone Wealth Management’s Markel Group MKL Stock Holding History

Cornerstone Wealth Management’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
Q3 		– Sell
-17,338
Closed -$16K – 1438
2018
Q2 		$16K Buy
+17,338
New +$19.6M ﹤0.01% 1436

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Cornerstone Wealth Management's MKL Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Markel Group (MKL) in Q3 2018, closing a stake of 17,338 shares — an estimated $16K sold.

Cornerstone Wealth Management first reported a position in MKL in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,338 Markel Group shares in Q3 2018, an estimated $16K.
  • Cornerstone Wealth Management first reported a position in Markel Group in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Markel Group position peaked at $16K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.