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Kingsview Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Kingsview Wealth Management’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,851
Closed -$262K – 682
2020
Q2 		$262K Buy
+4,851
New +$260K 0.03% 469

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kingsview Wealth Management's MGRC Position: Q3 2020 in Review

Kingsview Wealth Management sold out of McGrath RentCorp (MGRC) in Q3 2020, closing a stake of 4,851 shares — an estimated $262K sold.

Kingsview Wealth Management first reported a position in MGRC in Q2 2020 and held it in 1 quarter. The position peaked at $262K in Q2 2020. 196 funds tracked by Wall St. Rank hold MGRC as of Q3 2020.

  • Kingsview Wealth Management reported no remaining McGrath RentCorp position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,851 McGrath RentCorp shares in Q3 2020, an estimated $262K.
  • Kingsview Wealth Management first reported a position in McGrath RentCorp in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's McGrath RentCorp position peaked at $262K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.