CWM
MTN icon

Concert Wealth Management’s Vail Resorts MTN Stock Holding History

Concert 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
2017
Q2 		– Sell
-1,817
Closed -$290K – 332
2017
Q1 		$290K Buy
1,817
+20
+1% +$3.54K 0.07% 355
2016
Q4 		$287K Buy
+1,797
New +$285K 0.06% 364

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concert Wealth Management's MTN Position: Q2 2017 in Review

Concert Wealth Management sold out of Vail Resorts (MTN) in Q2 2017, closing a stake of 1,817 shares — an estimated $290K sold.

Concert Wealth Management first reported a position in MTN in Q4 2016 and held it in 2 quarters. The position peaked at $290K in Q1 2017. 349 funds tracked by Wall St. Rank hold MTN as of Q2 2017.

  • Concert Wealth Management reported no remaining Vail Resorts position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,817 Vail Resorts shares in Q2 2017, an estimated $290K.
  • Concert Wealth Management first reported a position in Vail Resorts in Q4 2016 and held it in 2 quarters.
  • Concert Wealth Management's Vail Resorts position peaked at $290K in Q1 2017.
  • 349 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.