BRWM
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B. Riley Wealth Management’s Vail Resorts MTN Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-358
Closed -$80 – 416
2019
Q2 		$80 Buy
+358
New +$79.5K 0.01% 382
2018
Q4 		– Sell
-1,117
Closed -$307K – 385
2018
Q3 		$307K Buy
+1,117
New +$322K 0.08% 216

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Wellington Management Group
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Wells Fargo
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William Blair Investment Management
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Capital International Investors
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B. Riley Wealth Management's MTN Position: Q3 2019 in Review

B. Riley Wealth Management sold out of Vail Resorts (MTN) in Q3 2019, closing a stake of 358 shares — an estimated $80 sold.

B. Riley Wealth Management first reported a position in MTN in Q3 2018 and held it in 2 quarters. The position peaked at $307K in Q3 2018. 410 funds tracked by Wall St. Rank hold MTN as of Q3 2019.

  • B. Riley Wealth Management reported no remaining Vail Resorts position as of Q3 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 358 Vail Resorts shares in Q3 2019, an estimated $80.
  • B. Riley Wealth Management first reported a position in Vail Resorts in Q3 2018 and held it in 2 quarters.
  • B. Riley Wealth Management's Vail Resorts position peaked at $307K in Q3 2018.
  • 410 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2019.

Based on B. Riley Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.