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McKinley Carter Wealth Services’s Nice NICE Stock Holding History

McKinley Carter Wealth Services’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-112
Closed -$11K – 303
2018
Q1 		$11K Buy
+112
New +$10.4K ﹤0.01% 372

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Nice (NICE) in Q2 2018, closing a stake of 112 shares — an estimated $11K sold.

McKinley Carter Wealth Services first reported a position in NICE in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 219 funds tracked by Wall St. Rank hold NICE as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Nice position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 112 Nice shares in Q2 2018, an estimated $11K.
  • McKinley Carter Wealth Services first reported a position in Nice in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Nice position peaked at $11K in Q1 2018.
  • 219 funds tracked by Wall St. Rank held Nice as of Q2 2018.

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