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Mountain Capital Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Mountain Capital Investment Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,676
Closed -$62K – 415
2017
Q3 		$62K Hold
1,676
– – 0.06% 100
2017
Q2 		$60K Buy
+1,676
New +$59.2K 0.06% 115

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2017, closing a stake of 1,676 shares — an estimated $62K sold.

Mountain Capital Investment Advisors first reported a position in VO in Q2 2017 and held it in 2 quarters. The position peaked at $62K in Q3 2017. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,676 Vanguard Mid-Cap ETF shares in Q4 2017, an estimated $62K.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Vanguard Mid-Cap ETF position peaked at $62K in Q3 2017.
  • 748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

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