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Gupta Wealth Management’s Vail Resorts MTN Stock Holding History

Gupta 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
2016
Q1 		– Sell
-100
Closed -$13K – 1231
2015
Q4 		$13K Buy
+100
New +$11.8K ﹤0.01% 817

Other funds holding MTN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's MTN Position: Q1 2016 in Review

Gupta Wealth Management sold out of Vail Resorts (MTN) in Q1 2016, closing a stake of 100 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in MTN in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 256 funds tracked by Wall St. Rank hold MTN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Vail Resorts position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 100 Vail Resorts shares in Q1 2016, an estimated $13K.
  • Gupta Wealth Management first reported a position in Vail Resorts in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Vail Resorts position peaked at $13K in Q4 2015.
  • 256 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.