MCM
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McKinley Capital Management’s Broadridge BR Stock Holding History

McKinley Capital Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-830
Closed -$80K – 276
2018
Q4 		$80K Sell
830
-1,116
-57% -$121K 0.01% 203
2018
Q3 		$256K Sell
1,946
-1,037
-35% -$132K 0.02% 187
2018
Q2 		$343K Sell
2,983
-616
-17% -$69.5K 0.02% 175
2018
Q1 		$395K Sell
3,599
-1,037
-22% -$103K 0.02% 175
2017
Q4 		$420K Sell
4,636
-1,683
-27% -$147K 0.02% 256
2017
Q3 		$511K Sell
6,319
-157
-2% -$12.1K 0.02% 265
2017
Q2 		$489K Sell
6,476
-156
-2% -$11.3K 0.02% 259
2017
Q1 		$451K Sell
6,632
-388
-6% -$26.3K 0.02% 283
2016
Q4 		$465K Sell
7,020
-1,274
-15% -$82.8K 0.02% 285
2016
Q3 		$562K Sell
8,294
-92
-1% -$6.28K 0.02% 279
2016
Q2 		$547K Sell
8,386
-326
-4% -$20.2K 0.03% 257
2016
Q1 		$517K Sell
8,712
-786
-8% -$42.9K 0.03% 241
2015
Q4 		$510K Buy
9,498
+28
+0.3% +$1.57K 0.02% 251
2015
Q3 		$524K Sell
9,470
-545
-5% -$29.3K 0.03% 245
2015
Q2 		$501K Sell
10,015
-106
-1% -$5.65K 0.02% 261
2015
Q1 		$557K Sell
10,121
-377
-4% -$19.1K 0.02% 250
2014
Q4 		$485K Sell
10,498
-215
-2% -$9.4K 0.02% 254
2014
Q3 		$446K Sell
10,713
-132,900
-93% -$5.52M 0.02% 258
2014
Q2 		$5.98M Buy
143,613
+132,015
+1,138% +$5.17M 0.25% 102
2014
Q1 		$431K Buy
+11,598
New +$435K 0.02% 300

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