MCWS
HLT icon

McKinley Carter Wealth Services’s Hilton Worldwide HLT Stock Holding History

McKinley Carter Wealth Services’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-153
Closed -$12K – 257
2018
Q1 		$12K Buy
+153
New +$12.6K ﹤0.01% 365

Other funds holding HLT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Hilton Worldwide (HLT) in Q2 2018, closing a stake of 153 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in HLT in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 491 funds tracked by Wall St. Rank hold HLT as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Hilton Worldwide position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 153 Hilton Worldwide shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in Hilton Worldwide in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Hilton Worldwide position peaked at $12K in Q1 2018.
  • 491 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2018.

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