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Mountain Capital Investment Advisors’s Carter's CRI Stock Holding History

Mountain Capital Investment Advisors’s Portfolio CRI Stock Details CRI 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 – 111
2017
Q3 		$2K Sell
21
-1,418
-99% -$126K ﹤0.01% 420
2017
Q2 		$128K Buy
+1,439
New +$127K 0.13% 53

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Carter's (CRI) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in CRI in Q2 2017 and held it in 2 quarters. The position peaked at $128K in Q2 2017. 351 funds tracked by Wall St. Rank hold CRI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Carter's position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 21 Carter's shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Carter's in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Carter's position peaked at $128K in Q2 2017.
  • 351 funds tracked by Wall St. Rank held Carter's as of Q4 2017.

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