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Mountain Capital Investment Advisors’s Delta Air Lines DAL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,127
Closed -$54K – 120
2017
Q3 		$54K Sell
1,127
-993
-47% -$49.5K 0.05% 115
2017
Q2 		$114K Buy
+2,120
New +$104K 0.11% 77

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Delta Air Lines (DAL) in Q4 2017, closing a stake of 1,127 shares — an estimated $54K sold.

Mountain Capital Investment Advisors first reported a position in DAL in Q2 2017 and held it in 2 quarters. The position peaked at $114K in Q2 2017. 960 funds tracked by Wall St. Rank hold DAL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Delta Air Lines position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,127 Delta Air Lines shares in Q4 2017, an estimated $54K.
  • Mountain Capital Investment Advisors first reported a position in Delta Air Lines in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Delta Air Lines position peaked at $114K in Q2 2017.
  • 960 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2017.

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