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McKinley Carter Wealth Services’s Rogers Communications RCI Stock Holding History

McKinley Carter Wealth Services’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-13,104
Closed -$564K – 124
2013
Q3 		$564K Buy
13,104
+32
+0.2% +$1.3K 0.67% 36
2013
Q2 		$512K Buy
+13,072
New +$620K 0.77% 33

Other funds holding RCI

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

McKinley Carter Wealth Services's RCI Position: Q4 2013 in Review

McKinley Carter Wealth Services sold out of Rogers Communications (RCI) in Q4 2013, closing a stake of 13,104 shares — an estimated $564K sold.

McKinley Carter Wealth Services first reported a position in RCI in Q2 2013 and held it in 2 quarters. The position peaked at $564K in Q3 2013. 281 funds tracked by Wall St. Rank hold RCI as of Q4 2013.

  • McKinley Carter Wealth Services reported no remaining Rogers Communications position as of Q4 2013 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 13,104 Rogers Communications shares in Q4 2013, an estimated $564K.
  • McKinley Carter Wealth Services first reported a position in Rogers Communications in Q2 2013 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Rogers Communications position peaked at $564K in Q3 2013.
  • 281 funds tracked by Wall St. Rank held Rogers Communications as of Q4 2013.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2013, filed 29 Jan 2014.