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McKinley Carter Wealth Services’s Chipotle Mexican Grill CMG Stock Holding History

McKinley Carter Wealth Services’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,300
Closed -$15K – 201
2018
Q1 		$15K Buy
+2,300
New +$14.5K ﹤0.01% 350

Other funds holding CMG

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Chipotle Mexican Grill (CMG) in Q2 2018, closing a stake of 2,300 shares — an estimated $15K sold.

McKinley Carter Wealth Services first reported a position in CMG in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 554 funds tracked by Wall St. Rank hold CMG as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Chipotle Mexican Grill position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,300 Chipotle Mexican Grill shares in Q2 2018, an estimated $15K.
  • McKinley Carter Wealth Services first reported a position in Chipotle Mexican Grill in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Chipotle Mexican Grill position peaked at $15K in Q1 2018.
  • 554 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2018.

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