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Liberty Wealth Management’s Vail Resorts MTN Stock Holding History

Liberty 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
2020
Q3 		– Sell
-3
Closed -$1K – 920
2020
Q2 		$1K Buy
+3
New +$525 ﹤0.01% 802
2020
Q1 		– Sell
-7
Closed -$2K – 947
2019
Q4 		$2K Buy
7
+2
+40% +$473 ﹤0.01% 775
2019
Q3 		$1K Hold
5
– – ﹤0.01% 810
2019
Q2 		$1K Buy
5
+2
+67% +$444 ﹤0.01% 842
2019
Q1 		$0 Hold
3
– – ﹤0.01% 807
2018
Q4 		$0 Buy
+3
New +$742 ﹤0.01% 783

Other funds holding MTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's MTN Position: Q3 2020 in Review

Liberty Wealth Management sold out of Vail Resorts (MTN) in Q3 2020, closing a stake of 3 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in MTN in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 387 funds tracked by Wall St. Rank hold MTN as of Q3 2020.

  • Liberty Wealth Management reported no remaining Vail Resorts position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 3 Vail Resorts shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Vail Resorts in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Vail Resorts position peaked at $2K in Q4 2019.
  • 387 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.