McKinley Carter Wealth Services’s WESCO International WCC Stock Holding History

McKinley Carter Wealth Services’s Portfolio WCC Stock Details WCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,113	Closed	-$69K	–	387
2018 Q1	$69K	Buy	+1,113	New	+$71.7K	0.02%	236
2016 Q2	–	Sell	-4,035	Closed	-$221K	–	131
2016 Q1	$221K	Buy	+4,035	New	+$179K	0.12%	118
2015 Q4	–	Sell	-5,347	Closed	-$248K	–	120
2015 Q3	$248K	Sell	5,347 -1,104	-17%	-$63.9K	0.15%	94
2015 Q2	$443K	Sell	6,451 -212	-3%	-$15.2K	0.24%	77
2015 Q1	$466K	Sell	6,663 -388	-6%	-$26.9K	0.3%	71
2014 Q4	$537K	Sell	7,051 -410	-5%	-$32.3K	0.42%	57
2014 Q3	$584K	Sell	7,461 -725	-9%	-$60K	0.55%	46
2014 Q2	$707K	Sell	8,186 -888	-10%	-$77.5K	0.75%	41
2014 Q1	$755K	Sell	9,074 -10,680	-54%	-$916K	0.82%	44
2013 Q4	$1.8M	Sell	19,754 -7,907	-29%	-$659K	1.75%	14
2013 Q3	$2.12M	Sell	27,661 -180	-0.6%	-$13.4K	2.51%	13
2013 Q2	$1.89M	Buy	+27,841	New	+$1.99M	2.86%	13

Other funds holding WCC

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of WESCO International (WCC) in Q2 2018, closing a stake of 1,113 shares — an estimated $69K sold.

McKinley Carter Wealth Services first reported a position in WCC in Q2 2013 and held it in 12 quarters. The position peaked at $2.12M in Q3 2013. 241 funds tracked by Wall St. Rank hold WCC as of Q2 2018.

McKinley Carter Wealth Services reported no remaining WESCO International position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,113 WESCO International shares in Q2 2018, an estimated $69K.
McKinley Carter Wealth Services first reported a position in WESCO International in Q2 2013 and held it in 12 quarters.
McKinley Carter Wealth Services's WESCO International position peaked at $2.12M in Q3 2013.
241 funds tracked by Wall St. Rank held WESCO International as of Q2 2018.

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