Bridgeworth’s Vail Resorts MTN Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-10	Closed	-$2K	–	390
2018 Q2	$2K	Buy	+10	New	+$2.45K	﹤0.01%	572

Other funds holding MTN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bridgeworth's MTN Position: Q3 2018 in Review

Bridgeworth sold out of Vail Resorts (MTN) in Q3 2018, closing a stake of 10 shares — an estimated $2K sold.

Bridgeworth first reported a position in MTN in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 440 funds tracked by Wall St. Rank hold MTN as of Q3 2018.

Bridgeworth reported no remaining Vail Resorts position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 10 Vail Resorts shares in Q3 2018, an estimated $2K.
Bridgeworth first reported a position in Vail Resorts in Q2 2018 and held it in 1 quarter.
Bridgeworth's Vail Resorts position peaked at $2K in Q2 2018.
440 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.