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Jeppson Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Jeppson Wealth Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-650
Closed -$29K – 317
2020
Q3 		$29K Buy
+650
New +$26.6K 0.02% 295

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LCM
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WRF
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DC
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PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jeppson Wealth Management's MCRI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Monarch Casino & Resort (MCRI) in Q4 2020, closing a stake of 650 shares — an estimated $29K sold.

Jeppson Wealth Management first reported a position in MCRI in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 124 funds tracked by Wall St. Rank hold MCRI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Monarch Casino & Resort position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 650 Monarch Casino & Resort shares in Q4 2020, an estimated $29K.
  • Jeppson Wealth Management first reported a position in Monarch Casino & Resort in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Monarch Casino & Resort position peaked at $29K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.