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Optimum Investment Advisors’s Markel Group MKL Stock Holding History

Optimum 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
2014
Q1 		– Sell
-100
Closed -$58K – 765
2013
Q4 		$58K Hold
100
– – 0.02% 379
2013
Q3 		$52K Buy
+100
New +$52.5K 0.02% 366

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Optimum Investment Advisors's MKL Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Markel Group (MKL) in Q1 2014, closing a stake of 100 shares — an estimated $58K sold.

Optimum Investment Advisors first reported a position in MKL in Q3 2013 and held it in 2 quarters. The position peaked at $58K in Q4 2013. 290 funds tracked by Wall St. Rank hold MKL as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Markel Group position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Markel Group shares in Q1 2014, an estimated $58K.
  • Optimum Investment Advisors first reported a position in Markel Group in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Markel Group position peaked at $58K in Q4 2013.
  • 290 funds tracked by Wall St. Rank held Markel Group as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.