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Sigma Investment Counselors’s Markel Group MKL Stock Holding History

Sigma Investment Counselors’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
-200
Closed -$214K – 135
2017
Q3 		$214K Buy
+200
New +$207K 0.03% 129

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

Sigma Investment Counselors's MKL Position: Q4 2017 in Review

Sigma Investment Counselors sold out of Markel Group (MKL) in Q4 2017, closing a stake of 200 shares — an estimated $214K sold.

Sigma Investment Counselors first reported a position in MKL in Q3 2017 and held it in 1 quarter. The position peaked at $214K in Q3 2017. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • Sigma Investment Counselors reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
  • Sigma Investment Counselors sold 200 Markel Group shares in Q4 2017, an estimated $214K.
  • Sigma Investment Counselors first reported a position in Markel Group in Q3 2017 and held it in 1 quarter.
  • Sigma Investment Counselors's Markel Group position peaked at $214K in Q3 2017.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Sigma Investment Counselors's 13F filing for Q4 2017, filed 8 Feb 2018.