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Hurlow Wealth Management Group’s MGP Ingredients MGPI Stock Holding History

Hurlow Wealth Management Group’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,433
Closed -$229K – 94
2019
Q4 		$229K Buy
4,433
+10
+0.2% +$468 0.22% 88
2019
Q3 		$205K Buy
4,423
+9
+0.2% +$505 0.22% 89
2019
Q2 		$295K Buy
4,414
+7
+0.2% +$493 0.31% 72
2019
Q1 		$387K Sell
4,407
-124
-3% -$9.05K 0.42% 53
2018
Q4 		$332K Buy
+4,531
New +$306K 0.4% 57

Other funds holding MGPI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hurlow Wealth Management Group's MGPI Position: Q1 2020 in Review

Hurlow Wealth Management Group sold out of MGP Ingredients (MGPI) in Q1 2020, closing a stake of 4,433 shares — an estimated $229K sold.

Hurlow Wealth Management Group first reported a position in MGPI in Q4 2018 and held it in 5 quarters. The position peaked at $387K in Q1 2019. 138 funds tracked by Wall St. Rank hold MGPI as of Q1 2020.

  • Hurlow Wealth Management Group reported no remaining MGP Ingredients position as of Q1 2020 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 4,433 MGP Ingredients shares in Q1 2020, an estimated $229K.
  • Hurlow Wealth Management Group first reported a position in MGP Ingredients in Q4 2018 and held it in 5 quarters.
  • Hurlow Wealth Management Group's MGP Ingredients position peaked at $387K in Q1 2019.
  • 138 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2020, filed 16 Apr 2020.