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BSW Wealth Partners’s Vail Resorts MTN Stock Holding History

BSW Wealth Partners’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
2014
Q1 		– Sell
-3,210
Closed -$241K – 53
2013
Q4 		$241K Hold
3,210
– – 0.19% 43
2013
Q3 		$223K Buy
+3,210
New +$217K 0.19% 43

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BSW Wealth Partners's MTN Position: Q1 2014 in Review

BSW Wealth Partners sold out of Vail Resorts (MTN) in Q1 2014, closing a stake of 3,210 shares — an estimated $241K sold.

BSW Wealth Partners first reported a position in MTN in Q3 2013 and held it in 2 quarters. The position peaked at $241K in Q4 2013. 156 funds tracked by Wall St. Rank hold MTN as of Q1 2014.

  • BSW Wealth Partners reported no remaining Vail Resorts position as of Q1 2014 after selling out during the quarter.
  • BSW Wealth Partners sold 3,210 Vail Resorts shares in Q1 2014, an estimated $241K.
  • BSW Wealth Partners first reported a position in Vail Resorts in Q3 2013 and held it in 2 quarters.
  • BSW Wealth Partners's Vail Resorts position peaked at $241K in Q4 2013.
  • 156 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2014.

Based on BSW Wealth Partners's 13F filing for Q1 2014, filed 13 May 2014.