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Fiduciary Trust International’s Markel Group MKL Stock Holding History

Fiduciary Trust International’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
2017
Q4 		– Sell
-200
Closed -$214K – 108
2017
Q3 		$214K Buy
+200
New +$207K 0.06% 100
2015
Q1 		– Sell
-568
Closed -$388K – 122
2014
Q4 		$388K Hold
568
– – 0.11% 90
2014
Q3 		$361K Hold
568
– – 0.11% 92
2014
Q2 		$372K Hold
568
– – 0.11% 85
2014
Q1 		$339K Hold
568
– – 0.1% 100
2013
Q4 		$330K Hold
568
– – 0.09% 90
2013
Q3 		$294K Hold
568
– – 0.1% 104
2013
Q2 		$299K Buy
+568
New +$297K 0.11% 88

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiduciary Trust International's MKL Position: Q4 2017 in Review

Fiduciary Trust International sold out of Markel Group (MKL) in Q4 2017, closing a stake of 200 shares — an estimated $214K sold.

Fiduciary Trust International first reported a position in MKL in Q2 2013 and held it in 8 quarters. The position peaked at $388K in Q4 2014. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • Fiduciary Trust International reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
  • Fiduciary Trust International sold 200 Markel Group shares in Q4 2017, an estimated $214K.
  • Fiduciary Trust International first reported a position in Markel Group in Q2 2013 and held it in 8 quarters.
  • Fiduciary Trust International's Markel Group position peaked at $388K in Q4 2014.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Fiduciary Trust International's 13F filing for Q4 2017, filed 12 Feb 2018.