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Mountain Capital Investment Advisors’s Markel Group MKL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5
Closed -$5K – 269
2017
Q3 		$5K Hold
5
– – ﹤0.01% 345
2017
Q2 		$5K Buy
+5
New +$4.85K ﹤0.01% 378

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mountain Capital Investment Advisors's MKL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Markel Group (MKL) in Q4 2017, closing a stake of 5 shares — an estimated $5K sold.

Mountain Capital Investment Advisors first reported a position in MKL in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5 Markel Group shares in Q4 2017, an estimated $5K.
  • Mountain Capital Investment Advisors first reported a position in Markel Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Markel Group position peaked at $5K in Q3 2017.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.