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Mountain Capital Investment Advisors’s Alaska Air ALK Stock Holding History

Mountain Capital Investment Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21
Closed -$2K – 47
2017
Q3 		$2K Sell
21
-1,334
-98% -$109K ﹤0.01% 410
2017
Q2 		$122K Buy
+1,355
New +$119K 0.12% 68

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mountain Capital Investment Advisors's ALK Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Alaska Air (ALK) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in ALK in Q2 2017 and held it in 2 quarters. The position peaked at $122K in Q2 2017. 529 funds tracked by Wall St. Rank hold ALK as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Alaska Air position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 21 Alaska Air shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Alaska Air in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Alaska Air position peaked at $122K in Q2 2017.
  • 529 funds tracked by Wall St. Rank held Alaska Air as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.