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McKinley Carter Wealth Services’s Fortive FTV Stock Holding History

McKinley Carter Wealth Services’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-647
Closed -$32K – 245
2018
Q1 		$32K Buy
+647
New +$30.8K 0.01% 297

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Fortive (FTV) in Q2 2018, closing a stake of 647 shares — an estimated $32K sold.

McKinley Carter Wealth Services first reported a position in FTV in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 826 funds tracked by Wall St. Rank hold FTV as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Fortive position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 647 Fortive shares in Q2 2018, an estimated $32K.
  • McKinley Carter Wealth Services first reported a position in Fortive in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Fortive position peaked at $32K in Q1 2018.
  • 826 funds tracked by Wall St. Rank held Fortive as of Q2 2018.

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