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Lenox Wealth Advisors’s Vail Resorts MTN Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-19
Closed -$3K – 723
2020
Q1 		$3K Buy
+19
New +$4.09K ﹤0.01% 521
2019
Q2 		– Sell
-17
Closed -$4K – 521
2019
Q1 		$4K Buy
+17
New +$3.47K ﹤0.01% 404

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lenox Wealth Advisors's MTN Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Vail Resorts (MTN) in Q2 2020, closing a stake of 19 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MTN in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 397 funds tracked by Wall St. Rank hold MTN as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Vail Resorts position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 19 Vail Resorts shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Vail Resorts in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Vail Resorts position peaked at $4K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.