MCWS
WVFC

McKinley Carter Wealth Services’s WVS Financial Corp WVFC Stock Holding History

McKinley Carter Wealth Services’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,797
Closed -$62K – 417
2018
Q1 		$62K Buy
+3,797
New +$62.3K 0.02% 243

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $871M AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

McKinley Carter Wealth Services sold out of WVS Financial Corp (WVFC) in Q2 2018, closing a stake of 3,797 shares — an estimated $62K sold.

McKinley Carter Wealth Services first reported a position in WVFC in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 15 funds tracked by Wall St. Rank hold WVFC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining WVS Financial Corp position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,797 WVS Financial Corp shares in Q2 2018, an estimated $62K.
  • McKinley Carter Wealth Services first reported a position in WVS Financial Corp in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's WVS Financial Corp position peaked at $62K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2018.

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