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McKinley Carter Wealth Services’s Albemarle ALB Stock Holding History

McKinley Carter Wealth Services’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$28K – 164
2018
Q1 		$28K Buy
+300
New +$33K 0.01% 304

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

McKinley Carter Wealth Services's ALB Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Albemarle (ALB) in Q2 2018, closing a stake of 300 shares — an estimated $28K sold.

McKinley Carter Wealth Services first reported a position in ALB in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 558 funds tracked by Wall St. Rank hold ALB as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Albemarle position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 300 Albemarle shares in Q2 2018, an estimated $28K.
  • McKinley Carter Wealth Services first reported a position in Albemarle in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Albemarle position peaked at $28K in Q1 2018.
  • 558 funds tracked by Wall St. Rank held Albemarle as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.