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Omnia Family Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

Omnia Family Wealth’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-586
Closed -$27K – 753
2016
Q4 		$27K Buy
+586
New +$27.3K 0.01% 199

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's MKC Position: Q1 2017 in Review

Omnia Family Wealth sold out of McCormick & Company Non-Voting (MKC) in Q1 2017, closing a stake of 586 shares — an estimated $27K sold.

Omnia Family Wealth first reported a position in MKC in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 647 funds tracked by Wall St. Rank hold MKC as of Q1 2017.

  • Omnia Family Wealth reported no remaining McCormick & Company Non-Voting position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 586 McCormick & Company Non-Voting shares in Q1 2017, an estimated $27K.
  • Omnia Family Wealth first reported a position in McCormick & Company Non-Voting in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's McCormick & Company Non-Voting position peaked at $27K in Q4 2016.
  • 647 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.