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Mountain Capital Investment Advisors’s Vuzix VUZI Stock Holding History

Mountain Capital Investment Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$3K – 420
2017
Q3 		$3K Hold
500
– – ﹤0.01% 397
2017
Q2 		$3K Buy
+500
New +$2.96K ﹤0.01% 432

Other funds holding VUZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Vuzix (VUZI) in Q4 2017, closing a stake of 500 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in VUZI in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 43 funds tracked by Wall St. Rank hold VUZI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Vuzix position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 500 Vuzix shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Vuzix in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Vuzix position peaked at $3K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Vuzix as of Q4 2017.

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