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Alera Investment Advisors’s Vail Resorts MTN Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-6
Closed -$1K – 662
2019
Q1 		$1K Buy
6
+3
+100% +$613 ﹤0.01% 1007
2018
Q4 		$1K Buy
+3
New +$742 ﹤0.01% 955

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Wells Fargo
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William Blair Investment Management
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Wellington Management Group
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Capital International Investors
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Alera Investment Advisors's MTN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vail Resorts (MTN) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in MTN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 409 funds tracked by Wall St. Rank hold MTN as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vail Resorts position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 6 Vail Resorts shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Vail Resorts in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vail Resorts position peaked at $1K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.