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McKinley Carter Wealth Services’s WesBanco WSBC Stock Holding History

McKinley Carter Wealth Services’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,789
Closed -$118K – 392
2018
Q1 		$118K Sell
2,789
-2,907
-51% -$123K 0.04% 206
2017
Q4 		$232K Hold
5,696
– – 0.08% 142
2017
Q3 		$234K Hold
5,696
– – 0.09% 134
2017
Q2 		$225K Buy
+5,696
New +$221K 0.1% 121

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

McKinley Carter Wealth Services sold out of WesBanco (WSBC) in Q2 2018, closing a stake of 2,789 shares — an estimated $118K sold.

McKinley Carter Wealth Services first reported a position in WSBC in Q2 2017 and held it in 4 quarters. The position peaked at $234K in Q3 2017. 168 funds tracked by Wall St. Rank hold WSBC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining WesBanco position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,789 WesBanco shares in Q2 2018, an estimated $118K.
  • McKinley Carter Wealth Services first reported a position in WesBanco in Q2 2017 and held it in 4 quarters.
  • McKinley Carter Wealth Services's WesBanco position peaked at $234K in Q3 2017.
  • 168 funds tracked by Wall St. Rank held WesBanco as of Q2 2018.

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