LWM
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Lyons Wealth Management’s Vail Resorts MTN Stock Holding History

Lyons 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
2019
Q1 		– Sell
-2,527
Closed -$530K – 29
2018
Q4 		$530K Buy
2,527
+312
+14% +$77.2K 1.73% 26
2018
Q3 		$610K Buy
+2,215
New +$638K 1.21% 33

Other funds holding MTN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lyons Wealth Management's MTN Position: Q1 2019 in Review

Lyons Wealth Management sold out of Vail Resorts (MTN) in Q1 2019, closing a stake of 2,527 shares — an estimated $530K sold.

Lyons Wealth Management first reported a position in MTN in Q3 2018 and held it in 2 quarters. The position peaked at $610K in Q3 2018. 408 funds tracked by Wall St. Rank hold MTN as of Q1 2019.

  • Lyons Wealth Management reported no remaining Vail Resorts position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 2,527 Vail Resorts shares in Q1 2019, an estimated $530K.
  • Lyons Wealth Management first reported a position in Vail Resorts in Q3 2018 and held it in 2 quarters.
  • Lyons Wealth Management's Vail Resorts position peaked at $610K in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.