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McKinley Carter Wealth Services’s CB Financial Services CBFV Stock Holding History

McKinley Carter Wealth Services’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,730
Closed -$54K – 194
2018
Q1 		$54K Buy
+1,730
New +$52.6K 0.02% 254

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Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
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WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of CB Financial Services (CBFV) in Q2 2018, closing a stake of 1,730 shares — an estimated $54K sold.

McKinley Carter Wealth Services first reported a position in CBFV in Q1 2018 and held it in 1 quarter. The position peaked at $54K in Q1 2018. 48 funds tracked by Wall St. Rank hold CBFV as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining CB Financial Services position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,730 CB Financial Services shares in Q2 2018, an estimated $54K.
  • McKinley Carter Wealth Services first reported a position in CB Financial Services in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's CB Financial Services position peaked at $54K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2018.

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