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Mountain Capital Investment Advisors’s Dell DELL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-396
Closed -$9K – 123
2017
Q3 		$9K Hold
396
– – 0.01% 283
2017
Q2 		$7K Buy
+396
New +$7.25K 0.01% 334

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Dell (DELL) in Q4 2017, closing a stake of 396 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in DELL in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 666 funds tracked by Wall St. Rank hold DELL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Dell position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 396 Dell shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in Dell in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Dell position peaked at $9K in Q3 2017.
  • 666 funds tracked by Wall St. Rank held Dell as of Q4 2017.

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