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McKinley Carter Wealth Services, Inc. Buys SPDR DJ Wilshire Global Real Estate, iShares U.S. ...

McKinley Carter Wealth Services, Inc.

  • New Purchases: RWO , MTUM , IWD , HSIC, MKC, ZBH, ROP, WM, LOW, VTV,
  • Added Positions:IYG, IWB, COST, ECL, WBA, IVV, IJH, IUSV, MCD, T,
  • Reduced Positions:VO, FBT, PXI, BCR, HRL, VDC, JJSF, SHW, FAST, DIS,
  • Sold Out:EFX, DKS, DTE,

For the details of McKinley Carter Wealth Services, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=McKinley+Carter+Wealth+Services%2C+Inc.

These are the top 5 holdings of McKinley Carter Wealth Services, Inc.

  1. iShares Russell 1000 ( IWB ) - 227,698 shares, 12.75% of the total portfolio. Shares added by 36.43%
  2. iShares U.S. Financial Services ( IYG ) - 119,949 shares, 5.75% of the total portfolio. Shares added by 190.12%
  3. iShares Core S&P 500 ( IVV ) - 45,233 shares, 4.58% of the total portfolio. Shares added by 7.17%
  4. SPDR DJ Wilshire Global Real Estate ( RWO ) - 216,068 shares, 4.13% of the total portfolio. New Position
  5. Vanguard Mid-Cap ( VO ) - 54,232 shares, 3.19% of the total portfolio. Shares reduced by 62.87%

New Purchase: SPDR DJ Wilshire Global Real Estate ( RWO )

McKinley Carter Wealth Services, Inc. initiated holdings in SPDR DJ Wilshire Global Real Estate. The purchase prices were between $46.59 and $48.99, with an estimated average price of $48.01. The stock is now traded at around $47.14. The impact to the portfolio due to this purchase was 4.13%. The holdings were 216,068 shares as of 2017-09-30.

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

McKinley Carter Wealth Services, Inc. initiated holdings in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $88.89 and $95.68, with an estimated average price of $92.47. The stock is now traded at around $92.60. The impact to the portfolio due to this purchase was 2.91%. The holdings were 76,055 shares as of 2017-09-30.

New Purchase: iShares Russell 1000 Value (IWD)

McKinley Carter Wealth Services, Inc. initiated holdings in iShares Russell 1000 Value. The purchase prices were between $114.28 and $118.64, with an estimated average price of $116.52. The stock is now traded at around $119.56. The impact to the portfolio due to this purchase was 2.32%. The holdings were 48,840 shares as of 2017-09-30.

New Purchase: Henry Schein Inc (HSIC)

McKinley Carter Wealth Services, Inc. initiated holdings in Henry Schein Inc. The purchase prices were between $79.14 and $92.85, with an estimated average price of $87.13. The stock is now traded at around $77.89. The impact to the portfolio due to this purchase was 0.55%. The holdings were 16,680 shares as of 2017-09-30.

New Purchase: McCormick & Co Inc (MKC)

McKinley Carter Wealth Services, Inc. initiated holdings in McCormick & Co Inc. The purchase prices were between $92.07 and $102.64, with an estimated average price of $96.41. The stock is now traded at around $98.84. The impact to the portfolio due to this purchase was 0.53%. The holdings were 12,833 shares as of 2017-09-30.

New Purchase: Zimmer Biomet Holdings Inc (ZBH)

McKinley Carter Wealth Services, Inc. initiated holdings in Zimmer Biomet Holdings Inc. The purchase prices were between $110.13 and $132.61, with an estimated average price of $119.08. The stock is now traded at around $120.96. The impact to the portfolio due to this purchase was 0.52%. The holdings were 11,121 shares as of 2017-09-30.

Added: iShares U.S. Financial Services ( IYG )

McKinley Carter Wealth Services, Inc. added to the holdings in iShares U.S. Financial Services by 190.12%. The purchase prices were between $110.54 and $119.86, with an estimated average price of $114.85. The stock is now traded at around $124.09. The impact to the portfolio due to this purchase was 3.77%. The holdings were 119,949 shares as of 2017-09-30.

Added: iShares Russell 1000 ( IWB )

McKinley Carter Wealth Services, Inc. added to the holdings in iShares Russell 1000 by 36.43%. The purchase prices were between $133.83 and $139.88, with an estimated average price of $137.21. The stock is now traded at around $143.24. The impact to the portfolio due to this purchase was 3.4%. The holdings were 227,698 shares as of 2017-09-30.

Added: Costco Wholesale Corp (COST)

McKinley Carter Wealth Services, Inc. added to the holdings in Costco Wholesale Corp by 230.99%. The purchase prices were between $150.44 and $164.42, with an estimated average price of $157.01. The stock is now traded at around $160.40. The impact to the portfolio due to this purchase was 0.61%. The holdings were 13,203 shares as of 2017-09-30.

Added: Ecolab Inc (ECL)

McKinley Carter Wealth Services, Inc. added to the holdings in Ecolab Inc by 492.45%. The purchase prices were between $128.97 and $133.3, with an estimated average price of $131.56. The stock is now traded at around $133.28. The impact to the portfolio due to this purchase was 0.56%. The holdings were 13,099 shares as of 2017-09-30.

Added: Walgreens Boots Alliance Inc (WBA)

McKinley Carter Wealth Services, Inc. added to the holdings in Walgreens Boots Alliance Inc by 519.44%. The purchase prices were between $77.16 and $82.74, with an estimated average price of $80.15. The stock is now traded at around $66.30. The impact to the portfolio due to this purchase was 0.44%. The holdings were 16,762 shares as of 2017-09-30.

Added: iShares Core S&P U.S. Value ETF (IUSV)

McKinley Carter Wealth Services, Inc. added to the holdings in iShares Core S&P U.S. Value ETF by 154.63%. The purchase prices were between $50.36 and $52.38, with an estimated average price of $51.32. The stock is now traded at around $53.00. The impact to the portfolio due to this purchase was 0.16%. The holdings were 12,194 shares as of 2017-09-30.

Sold Out: Equifax Inc (EFX)

McKinley Carter Wealth Services, Inc. sold out the holdings in Equifax Inc. The sale prices were between $92.98 and $146.26, with an estimated average price of $132.47.

Sold Out: Dick's Sporting Goods Inc (DKS)

McKinley Carter Wealth Services, Inc. sold out the holdings in Dick's Sporting Goods Inc. The sale prices were between $26.2 and $40.49, with an estimated average price of $32.01.

Sold Out: DTE Energy Co (DTE)

McKinley Carter Wealth Services, Inc. sold out the holdings in DTE Energy Co. The sale prices were between $104.68 and $113.51, with an estimated average price of $108.85.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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