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Joel Isaacson & Co’s Vail Resorts MTN Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-50
Closed -$8K – 393
2016
Q4 		$8K Hold
50
– – ﹤0.01% 525
2016
Q3 		$8K Hold
50
– – ﹤0.01% 567
2016
Q2 		$7K Hold
50
– – ﹤0.01% 576
2016
Q1 		$7K Hold
50
– – ﹤0.01% 617
2015
Q4 		$6K Hold
50
– – ﹤0.01% 602
2015
Q3 		$5K Hold
50
– – ﹤0.01% 625
2015
Q2 		$5K Hold
50
– – ﹤0.01% 654
2015
Q1 		$5K Hold
50
– – ﹤0.01% 611
2014
Q4 		$5K Hold
50
– – ﹤0.01% 541
2014
Q3 		$4K Hold
50
– – ﹤0.01% 536
2014
Q2 		$4K Hold
50
– – ﹤0.01% 515
2014
Q1 		$3K Hold
50
– – ﹤0.01% 523
2013
Q4 		$4K Hold
50
– – ﹤0.01% 465
2013
Q3 		$3K Buy
+50
New +$3.38K ﹤0.01% 463

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Joel Isaacson & Co's MTN Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Vail Resorts (MTN) in Q1 2017, closing a stake of 50 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in MTN in Q3 2013 and held it in 14 quarters. The position peaked at $8K in Q4 2016. 338 funds tracked by Wall St. Rank hold MTN as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Vail Resorts position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 50 Vail Resorts shares in Q1 2017, an estimated $8K.
  • Joel Isaacson & Co first reported a position in Vail Resorts in Q3 2013 and held it in 14 quarters.
  • Joel Isaacson & Co's Vail Resorts position peaked at $8K in Q4 2016.
  • 338 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.