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Mountain Capital Investment Advisors’s Warner Bros WBD Stock Holding History

Mountain Capital Investment Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-92
Closed -$2K – 426
2017
Q3 		$2K Hold
92
– – ﹤0.01% 448
2017
Q2 		$2K Buy
+92
New +$2.49K ﹤0.01% 464

Other funds holding WBD

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Warner Bros (WBD) in Q4 2017, closing a stake of 92 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WBD in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 434 funds tracked by Wall St. Rank hold WBD as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Warner Bros position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 92 Warner Bros shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Warner Bros in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Warner Bros position peaked at $2K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held Warner Bros as of Q4 2017.

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