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

WealthSource 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
2019
Q2 		– Sell
-2,704
Closed -$204K – 469
2019
Q1 		$204K Buy
+2,704
New +$182K 0.05% 328

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WealthSource Partners's MKC Position: Q2 2019 in Review

WealthSource Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2019, closing a stake of 2,704 shares — an estimated $204K sold.

WealthSource Partners first reported a position in MKC in Q1 2019 and held it in 1 quarter. The position peaked at $204K in Q1 2019. 837 funds tracked by Wall St. Rank hold MKC as of Q2 2019.

  • WealthSource Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 2,704 McCormick & Company Non-Voting shares in Q2 2019, an estimated $204K.
  • WealthSource Partners first reported a position in McCormick & Company Non-Voting in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's McCormick & Company Non-Voting position peaked at $204K in Q1 2019.
  • 837 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.