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Winch Advisory Services’s Markel Group MKL Stock Holding History

Winch Advisory Services’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
2018
Q2 		– Sell
-39
Closed -$46K – 359
2018
Q1 		$46K Hold
39
– – 0.03% 123
2017
Q4 		$44K Hold
39
– – 0.03% 109
2017
Q3 		$42K Sell
39
-2
-5% -$2.07K 0.03% 105
2017
Q2 		$40K Buy
+41
New +$39.8K 0.03% 125

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winch Advisory Services's MKL Position: Q2 2018 in Review

Winch Advisory Services sold out of Markel Group (MKL) in Q2 2018, closing a stake of 39 shares — an estimated $46K sold.

Winch Advisory Services first reported a position in MKL in Q2 2017 and held it in 4 quarters. The position peaked at $46K in Q1 2018. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Winch Advisory Services reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Winch Advisory Services sold 39 Markel Group shares in Q2 2018, an estimated $46K.
  • Winch Advisory Services first reported a position in Markel Group in Q2 2017 and held it in 4 quarters.
  • Winch Advisory Services's Markel Group position peaked at $46K in Q1 2018.
  • 495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.