MCWS
WCC

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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return