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Mountain Capital Investment Advisors’s Wabash National WNC Stock Holding History

Mountain Capital Investment Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-520
Closed -$12K – 434
2017
Q3 		$12K Buy
520
+2
+0.4% +$42 0.01% 251
2017
Q2 		$11K Buy
+518
New +$10.9K 0.01% 292

Other funds holding WNC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Wabash National (WNC) in Q4 2017, closing a stake of 520 shares — an estimated $12K sold.

Mountain Capital Investment Advisors first reported a position in WNC in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 227 funds tracked by Wall St. Rank hold WNC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Wabash National position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 520 Wabash National shares in Q4 2017, an estimated $12K.
  • Mountain Capital Investment Advisors first reported a position in Wabash National in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Wabash National position peaked at $12K in Q3 2017.
  • 227 funds tracked by Wall St. Rank held Wabash National as of Q4 2017.

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