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MinichMacGregor Wealth Management’s Carter's CRI Stock Holding History

MinichMacGregor Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-104
Closed -$10K – 439
2016
Q1 		$10K Buy
+104
New +$9.97K 0.01% 246

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

MinichMacGregor Wealth Management's CRI Position: Q2 2016 in Review

MinichMacGregor Wealth Management sold out of Carter's (CRI) in Q2 2016, closing a stake of 104 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in CRI in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 347 funds tracked by Wall St. Rank hold CRI as of Q2 2016.

  • MinichMacGregor Wealth Management reported no remaining Carter's position as of Q2 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 104 Carter's shares in Q2 2016, an estimated $10K.
  • MinichMacGregor Wealth Management first reported a position in Carter's in Q1 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Carter's position peaked at $10K in Q1 2016.
  • 347 funds tracked by Wall St. Rank held Carter's as of Q2 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2016, filed 28 Jun 2018.