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McKinley Carter Wealth Services’s Allstate ALL Stock Holding History

McKinley Carter Wealth Services’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-669
Closed -$63K – 166
2018
Q1 		$63K Buy
+669
New +$64.8K 0.02% 242

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Allstate (ALL) in Q2 2018, closing a stake of 669 shares — an estimated $63K sold.

McKinley Carter Wealth Services first reported a position in ALL in Q1 2018 and held it in 1 quarter. The position peaked at $63K in Q1 2018. 986 funds tracked by Wall St. Rank hold ALL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Allstate position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 669 Allstate shares in Q2 2018, an estimated $63K.
  • McKinley Carter Wealth Services first reported a position in Allstate in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Allstate position peaked at $63K in Q1 2018.
  • 986 funds tracked by Wall St. Rank held Allstate as of Q2 2018.

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