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Mountain Capital Investment Advisors’s Omega Healthcare OHI Stock Holding History

Mountain Capital Investment Advisors’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,080
Closed -$66K – 304
2017
Q3 		$66K Sell
2,080
-708
-25% -$22.7K 0.06% 95
2017
Q2 		$92K Buy
+2,788
New +$92.2K 0.09% 89

Other funds holding OHI

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Omega Healthcare (OHI) in Q4 2017, closing a stake of 2,080 shares — an estimated $66K sold.

Mountain Capital Investment Advisors first reported a position in OHI in Q2 2017 and held it in 2 quarters. The position peaked at $92K in Q2 2017. 415 funds tracked by Wall St. Rank hold OHI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Omega Healthcare position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,080 Omega Healthcare shares in Q4 2017, an estimated $66K.
  • Mountain Capital Investment Advisors first reported a position in Omega Healthcare in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Omega Healthcare position peaked at $92K in Q2 2017.
  • 415 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2017.

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