MCWS
FCE.A

McKinley Carter Wealth Services’s Forest City Realty Trust, Inc. FCE.A Stock Holding History

McKinley Carter Wealth Services’s Portfolio FCE.A Stock Details FCE.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$10K – 427
2018
Q1 		$10K Buy
+500
New +$11.1K ﹤0.01% 381

Other funds holding FCE.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McKinley Carter Wealth Services's FCE.A Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Forest City Realty Trust, Inc. (FCE.A) in Q2 2018, closing a stake of 500 shares — an estimated $10K sold.

McKinley Carter Wealth Services first reported a position in FCE.A in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 281 funds tracked by Wall St. Rank hold FCE.A as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Forest City Realty Trust, Inc. position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 500 Forest City Realty Trust, Inc. shares in Q2 2018, an estimated $10K.
  • McKinley Carter Wealth Services first reported a position in Forest City Realty Trust, Inc. in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Forest City Realty Trust, Inc. position peaked at $10K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held Forest City Realty Trust, Inc. as of Q2 2018.

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