Integrated Wealth Management (Palm Desert)’s Markel Group MKL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-2	Closed	-$2K	–	718
2016 Q3	$2K	Sell	2 -4	-67%	-$3.73K	﹤0.01%	1073
2016 Q2	$6K	Buy	6 +4	+200%	+$3.73K	﹤0.01%	876
2016 Q1	$2K	Hold	2	–	–	﹤0.01%	1014
2015 Q4	$2K	Hold	2	–	–	﹤0.01%	1097
2015 Q3	$2K	Hold	2	–	–	﹤0.01%	1115
2015 Q2	$2K	Buy	+2	New	+$1.55K	﹤0.01%	1147

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MKL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Markel Group (MKL) in Q4 2016, closing a stake of 2 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MKL in Q2 2015 and held it in 6 quarters. The position peaked at $6K in Q2 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2 Markel Group shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Markel Group in Q2 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Markel Group position peaked at $6K in Q2 2016.
426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.