AWMS
MTN icon

Advocacy Wealth Management Services’s Vail Resorts MTN Stock Holding History

Advocacy Wealth Management Services’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$41K – 382
2016
Q2 		$41K Buy
+300
New +$39.6K 0.02% 168

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advocacy Wealth Management Services's MTN Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Vail Resorts (MTN) in Q3 2016, closing a stake of 300 shares — an estimated $41K sold.

Advocacy Wealth Management Services first reported a position in MTN in Q2 2016 and held it in 1 quarter. The position peaked at $41K in Q2 2016. 301 funds tracked by Wall St. Rank hold MTN as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Vail Resorts position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 300 Vail Resorts shares in Q3 2016, an estimated $41K.
  • Advocacy Wealth Management Services first reported a position in Vail Resorts in Q2 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Vail Resorts position peaked at $41K in Q2 2016.
  • 301 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.