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Mountain Capital Investment Advisors’s Banco Santander SAN Stock Holding History

Mountain Capital Investment Advisors’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-668
Closed -$4K – 348
2017
Q3 		$4K Hold
668
– – ﹤0.01% 370
2017
Q2 		$4K Buy
+668
New +$4.15K ﹤0.01% 397

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Banco Santander (SAN) in Q4 2017, closing a stake of 668 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in SAN in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 316 funds tracked by Wall St. Rank hold SAN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Banco Santander position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 668 Banco Santander shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Banco Santander in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Banco Santander position peaked at $4K in Q3 2017.
  • 316 funds tracked by Wall St. Rank held Banco Santander as of Q4 2017.

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