MCM
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McKinley Capital Management’s StoneX SNEX Stock Holding History

McKinley Capital Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-548,603
Closed -$4.29M – 545
2016
Q4 		$4.29M Sell
548,603
-207,709
-27% -$1.61M 0.17% 109
2016
Q3 		$5.8M Buy
756,312
+131
+0% +$866 0.21% 121
2016
Q2 		$4.08M Sell
756,181
-197
-0% -$1.05K 0.2% 135
2016
Q1 		$3.99M Sell
756,378
-597
-0.1% -$3.22K 0.19% 137
2015
Q4 		$5M Buy
+756,975
New +$4.82M 0.23% 116

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McKinley Capital Management's SNEX Position: Q1 2017 in Review

McKinley Capital Management sold out of StoneX (SNEX) in Q1 2017, closing a stake of 548,603 shares — an estimated $4.29M sold.

McKinley Capital Management first reported a position in SNEX in Q4 2015 and held it in 5 quarters. The position peaked at $5.8M in Q3 2016. 130 funds tracked by Wall St. Rank hold SNEX as of Q1 2017.

  • McKinley Capital Management reported no remaining StoneX position as of Q1 2017 after selling out during the quarter.
  • McKinley Capital Management sold 548,603 StoneX shares in Q1 2017, an estimated $4.29M.
  • McKinley Capital Management first reported a position in StoneX in Q4 2015 and held it in 5 quarters.
  • McKinley Capital Management's StoneX position peaked at $5.8M in Q3 2016.
  • 130 funds tracked by Wall St. Rank held StoneX as of Q1 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.