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Evanson Asset Management’s Markel Group MKL Stock Holding History

Evanson Asset 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
2015
Q4 		– Sell
-450
Closed -$361K – 211
2015
Q3 		$361K Hold
450
– – 0.14% 129
2015
Q2 		$360K Buy
+450
New +$350K 0.13% 135

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ACM
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ACM
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Wellington Management Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Evanson Asset Management's MKL Position: Q4 2015 in Review

Evanson Asset Management sold out of Markel Group (MKL) in Q4 2015, closing a stake of 450 shares — an estimated $361K sold.

Evanson Asset Management first reported a position in MKL in Q2 2015 and held it in 2 quarters. The position peaked at $361K in Q3 2015. 391 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Evanson Asset Management reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Evanson Asset Management sold 450 Markel Group shares in Q4 2015, an estimated $361K.
  • Evanson Asset Management first reported a position in Markel Group in Q2 2015 and held it in 2 quarters.
  • Evanson Asset Management's Markel Group position peaked at $361K in Q3 2015.
  • 391 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Evanson Asset Management's 13F filing for Q4 2015, filed 28 Jan 2016.