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MinichMacGregor Wealth Management’s Skywest SKYW Stock Holding History

MinichMacGregor Wealth Management’s Portfolio SKYW Stock Details SKYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-528
Closed -$18K – 512
2017
Q1 		$18K Hold
528
– – 0.02% 200
2016
Q4 		$19K Sell
528
-15
-3% -$502 0.02% 186
2016
Q3 		$14K Buy
+543
New +$15.1K 0.01% 225

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MinichMacGregor Wealth Management's SKYW Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of Skywest (SKYW) in Q2 2017, closing a stake of 528 shares — an estimated $18K sold.

MinichMacGregor Wealth Management first reported a position in SKYW in Q3 2016 and held it in 3 quarters. The position peaked at $19K in Q4 2016. 199 funds tracked by Wall St. Rank hold SKYW as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining Skywest position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 528 Skywest shares in Q2 2017, an estimated $18K.
  • MinichMacGregor Wealth Management first reported a position in Skywest in Q3 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Skywest position peaked at $19K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Skywest as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.