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Mountain Capital Investment Advisors’s Estee Lauder EL Stock Holding History

Mountain Capital Investment Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16
Closed -$2K – 144
2017
Q3 		$2K Hold
16
– – ﹤0.01% 424
2017
Q2 		$2K Buy
+16
New +$1.47K ﹤0.01% 452

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Estee Lauder (EL) in Q4 2017, closing a stake of 16 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in EL in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 779 funds tracked by Wall St. Rank hold EL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Estee Lauder position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 16 Estee Lauder shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Estee Lauder in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Estee Lauder position peaked at $2K in Q3 2017.
  • 779 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2017.

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