MCWS
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McKinley Carter Wealth Services’s NetApp NTAP Stock Holding History

McKinley Carter Wealth Services’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-36,585
Closed -$2.26M – 164
2019
Q2 		$2.26M Buy
36,585
+139
+0.4% +$9.38K 0.61% 45
2019
Q1 		$2.53M Buy
36,446
+4,540
+14% +$293K 0.71% 38
2018
Q4 		$1.9M Buy
31,906
+3,518
+12% +$253K 0.63% 46
2018
Q3 		$2.44M Buy
28,388
+1,843
+7% +$152K 0.72% 38
2018
Q2 		$2.08M Buy
26,545
+2,966
+13% +$209K 0.67% 42
2018
Q1 		$1.46M Buy
+23,579
New +$1.44M 0.48% 53

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return