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McKinley Carter Wealth Services’s PrimeEnergy Resources PNRG Stock Holding History

McKinley Carter Wealth Services’s Portfolio PNRG Stock Details PNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$230K – 192
2019
Q3 		$230K Hold
2,000
– – 0.06% 148
2019
Q2 		$266K Buy
+2,000
New +$274K 0.07% 139

Other funds holding PNRG

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

McKinley Carter Wealth Services's PNRG Position: Q4 2019 in Review

McKinley Carter Wealth Services sold out of PrimeEnergy Resources (PNRG) in Q4 2019, closing a stake of 2,000 shares — an estimated $230K sold.

McKinley Carter Wealth Services first reported a position in PNRG in Q2 2019 and held it in 2 quarters. The position peaked at $266K in Q2 2019. 32 funds tracked by Wall St. Rank hold PNRG as of Q4 2019.

  • McKinley Carter Wealth Services reported no remaining PrimeEnergy Resources position as of Q4 2019 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,000 PrimeEnergy Resources shares in Q4 2019, an estimated $230K.
  • McKinley Carter Wealth Services first reported a position in PrimeEnergy Resources in Q2 2019 and held it in 2 quarters.
  • McKinley Carter Wealth Services's PrimeEnergy Resources position peaked at $266K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q4 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2019, filed 23 Jan 2020.