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McKinley Carter Wealth Services’s Deere & Co DE Stock Holding History

McKinley Carter Wealth Services’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-27
Closed -$4K – 213
2018
Q1 		$4K Buy
+27
New +$4.38K ﹤0.01% 408

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Deere & Co (DE) in Q2 2018, closing a stake of 27 shares — an estimated $4K sold.

McKinley Carter Wealth Services first reported a position in DE in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 1,168 funds tracked by Wall St. Rank hold DE as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Deere & Co position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 27 Deere & Co shares in Q2 2018, an estimated $4K.
  • McKinley Carter Wealth Services first reported a position in Deere & Co in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Deere & Co position peaked at $4K in Q1 2018.
  • 1,168 funds tracked by Wall St. Rank held Deere & Co as of Q2 2018.

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