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Willingdon Wealth Management’s Markel Group MKL Stock Holding History

Willingdon Wealth Management’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
2019
Q1 		– Sell
-22
Closed -$23K – 382
2018
Q4 		$23K Buy
+22
New +$24.1K 0.01% 225

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
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DSA
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Willingdon Wealth Management's MKL Position: Q1 2019 in Review

Willingdon Wealth Management sold out of Markel Group (MKL) in Q1 2019, closing a stake of 22 shares — an estimated $23K sold.

Willingdon Wealth Management first reported a position in MKL in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Willingdon Wealth Management reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 22 Markel Group shares in Q1 2019, an estimated $23K.
  • Willingdon Wealth Management first reported a position in Markel Group in Q4 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Markel Group position peaked at $23K in Q4 2018.
  • 523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.