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Laurel Wealth Advisors (California)’s Markel Group MKL Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-173
Closed -$202K – 388
2018
Q1 		$202K Buy
+173
New +$195K 0.06% 328

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Baillie Gifford & Co
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ACM
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MKL Position: Q2 2018 in Review

Laurel Wealth Advisors (California) sold out of Markel Group (MKL) in Q2 2018, closing a stake of 173 shares — an estimated $202K sold.

Laurel Wealth Advisors (California) first reported a position in MKL in Q1 2018 and held it in 1 quarter. The position peaked at $202K in Q1 2018. 496 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Laurel Wealth Advisors (California) reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 173 Markel Group shares in Q2 2018, an estimated $202K.
  • Laurel Wealth Advisors (California) first reported a position in Markel Group in Q1 2018 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Markel Group position peaked at $202K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2018, filed 20 Aug 2018.