McKinley Carter Wealth Services’s Citigroup C Stock Holding History

McKinley Carter Wealth Services’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-115	Closed	-$8K	–	192
2018 Q1	$8K	Buy	+115	New	+$8.64K	﹤0.01%	385

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Citigroup (C) in Q2 2018, closing a stake of 115 shares — an estimated $8K sold.

McKinley Carter Wealth Services first reported a position in C in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 1,587 funds tracked by Wall St. Rank hold C as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Citigroup position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 115 Citigroup shares in Q2 2018, an estimated $8K.
McKinley Carter Wealth Services first reported a position in Citigroup in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's Citigroup position peaked at $8K in Q1 2018.
1,587 funds tracked by Wall St. Rank held Citigroup as of Q2 2018.

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