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McKinley Carter Wealth Services’s Southern Copper SCCO Stock Holding History

McKinley Carter Wealth Services’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,237
Closed -$61K – 339
2018
Q1 		$61K Buy
+1,237
New +$57.9K 0.02% 246

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Southern Copper (SCCO) in Q2 2018, closing a stake of 1,237 shares — an estimated $61K sold.

McKinley Carter Wealth Services first reported a position in SCCO in Q1 2018 and held it in 1 quarter. The position peaked at $61K in Q1 2018. 290 funds tracked by Wall St. Rank hold SCCO as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Southern Copper position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,237 Southern Copper shares in Q2 2018, an estimated $61K.
  • McKinley Carter Wealth Services first reported a position in Southern Copper in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Southern Copper position peaked at $61K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Southern Copper as of Q2 2018.

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