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McKinley Carter Wealth Services’s HP HPQ Stock Holding History

McKinley Carter Wealth Services’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,200
Closed -$26K – 260
2018
Q1 		$26K Buy
+1,200
New +$27.1K 0.01% 308

Other funds holding HPQ

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of HP (HPQ) in Q2 2018, closing a stake of 1,200 shares — an estimated $26K sold.

McKinley Carter Wealth Services first reported a position in HPQ in Q1 2018 and held it in 1 quarter. The position peaked at $26K in Q1 2018. 952 funds tracked by Wall St. Rank hold HPQ as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining HP position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,200 HP shares in Q2 2018, an estimated $26K.
  • McKinley Carter Wealth Services first reported a position in HP in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's HP position peaked at $26K in Q1 2018.
  • 952 funds tracked by Wall St. Rank held HP as of Q2 2018.

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