MCIA
EXPE icon

Mountain Capital Investment Advisors’s Expedia Group EXPE Stock Holding History

Mountain Capital Investment Advisors’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-91
Closed -$13K – 153
2017
Q3 		$13K Hold
91
– – 0.01% 238
2017
Q2 		$14K Buy
+91
New +$12.8K 0.01% 261

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Expedia Group (EXPE) in Q4 2017, closing a stake of 91 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in EXPE in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 594 funds tracked by Wall St. Rank hold EXPE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Expedia Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 91 Expedia Group shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in Expedia Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Expedia Group position peaked at $14K in Q2 2017.
  • 594 funds tracked by Wall St. Rank held Expedia Group as of Q4 2017.

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