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Financial Counselors Inc’s Markel Group MKL Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-567
Closed -$674K – 496
2018
Q3 		$674K Buy
+567
New +$667K 0.03% 313
2018
Q2 		– Sell
-183
Closed -$214K – 504
2018
Q1 		$214K Sell
183
-9
-5% -$10.1K 0.01% 444
2017
Q4 		$219K Hold
192
– – 0.01% 443
2017
Q3 		$205K Sell
192
-16
-8% -$16.5K 0.01% 458
2017
Q2 		$203K Sell
208
-16
-7% -$15.5K 0.01% 462
2017
Q1 		$219K Sell
224
-21
-9% -$19.8K 0.01% 457
2016
Q4 		$222K Buy
+245
New +$218K 0.01% 451
2016
Q2 		$231K Sell
242
-56
-19% -$52.1K 0.01% 396
2016
Q1 		$266K Sell
298
-16
-5% -$13.8K 0.02% 375
2015
Q4 		$277K Sell
314
-95
-23% -$82.7K 0.02% 370
2015
Q3 		$328K Sell
409
-76
-16% -$64.3K 0.02% 348
2015
Q2 		$388K Buy
485
+12
+3% +$9.33K 0.02% 342
2015
Q1 		$364K Sell
473
-12
-2% -$8.68K 0.02% 360
2014
Q4 		$331K Buy
+485
New +$329K 0.02% 351

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Financial Counselors Inc's MKL Position: Q4 2018 in Review

Financial Counselors Inc sold out of Markel Group (MKL) in Q4 2018, closing a stake of 567 shares — an estimated $674K sold.

Financial Counselors Inc first reported a position in MKL in Q4 2014 and held it in 14 quarters. The position peaked at $674K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Financial Counselors Inc reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 567 Markel Group shares in Q4 2018, an estimated $674K.
  • Financial Counselors Inc first reported a position in Markel Group in Q4 2014 and held it in 14 quarters.
  • Financial Counselors Inc's Markel Group position peaked at $674K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.