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McKinley Carter Wealth Services’s Cracker Barrel CBRL Stock Holding History

McKinley Carter Wealth Services’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$16K – 195
2018
Q1 		$16K Buy
+100
New +$16.6K 0.01% 344

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Vanguard Group
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Ameriprise
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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Cracker Barrel (CBRL) in Q2 2018, closing a stake of 100 shares — an estimated $16K sold.

McKinley Carter Wealth Services first reported a position in CBRL in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 357 funds tracked by Wall St. Rank hold CBRL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Cracker Barrel position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 100 Cracker Barrel shares in Q2 2018, an estimated $16K.
  • McKinley Carter Wealth Services first reported a position in Cracker Barrel in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Cracker Barrel position peaked at $16K in Q1 2018.
  • 357 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2018.

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