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RWA Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-498
Closed -$29K – 526
2018
Q2 		$29K Buy
498
+42
+9% +$2.21K ﹤0.01% 488
2018
Q1 		$24K Buy
+456
New +$24K ﹤0.01% 398

Other funds holding MKC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RWA Wealth Partners's MKC Position: Q3 2018 in Review

RWA Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2018, closing a stake of 498 shares — an estimated $29K sold.

RWA Wealth Partners first reported a position in MKC in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 777 funds tracked by Wall St. Rank hold MKC as of Q3 2018.

  • RWA Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 498 McCormick & Company Non-Voting shares in Q3 2018, an estimated $29K.
  • RWA Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's McCormick & Company Non-Voting position peaked at $29K in Q2 2018.
  • 777 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.