MCWS
TTM

McKinley Carter Wealth Services’s Tata Motors Limited TTM Stock Holding History

McKinley Carter Wealth Services’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-900
Closed -$23K – 414
2018
Q1 		$23K Buy
+900
New +$26.5K 0.01% 319

Other funds holding TTM

CFM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of Tata Motors Limited (TTM) in Q2 2018, closing a stake of 900 shares — an estimated $23K sold.

McKinley Carter Wealth Services first reported a position in TTM in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 202 funds tracked by Wall St. Rank hold TTM as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Tata Motors Limited position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 900 Tata Motors Limited shares in Q2 2018, an estimated $23K.
  • McKinley Carter Wealth Services first reported a position in Tata Motors Limited in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Tata Motors Limited position peaked at $23K in Q1 2018.
  • 202 funds tracked by Wall St. Rank held Tata Motors Limited as of Q2 2018.

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