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Mountain Capital Investment Advisors’s NewMarket NEU Stock Holding History

Mountain Capital Investment Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-37
Closed -$16K – 287
2017
Q3 		$16K Hold
37
– – 0.01% 216
2017
Q2 		$17K Buy
+37
New +$17.1K 0.02% 240

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of NewMarket (NEU) in Q4 2017, closing a stake of 37 shares — an estimated $16K sold.

Mountain Capital Investment Advisors first reported a position in NEU in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 259 funds tracked by Wall St. Rank hold NEU as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining NewMarket position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 37 NewMarket shares in Q4 2017, an estimated $16K.
  • Mountain Capital Investment Advisors first reported a position in NewMarket in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's NewMarket position peaked at $17K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held NewMarket as of Q4 2017.

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