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Northwest & Ethical Investments’s Vail Resorts MTN Stock Holding History

Northwest & Ethical Investments’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-138
Closed -$37.9K – 395
2018
Q3 		$37.9K Sell
138
-400
-74% -$115K ﹤0.01% 358
2018
Q2 		$148K Sell
538
-200
-27% -$49K 0.01% 336
2018
Q1 		$164K Buy
738
+100
+16% +$21.9K 0.01% 327
2017
Q4 		$136K Buy
638
+200
+46% +$44.8K 0.01% 329
2017
Q3 		$99.9K Sell
438
-400
-48% -$86.9K 0.01% 342
2017
Q2 		$129K Sell
838
-100
-11% -$20.2K 0.01% 333
2017
Q1 		$180K Buy
938
+100
+12% +$17.7K 0.01% 344
2016
Q4 		$135K Buy
+838
New +$133K 0.01% 341

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Vanguard Group
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BlackRock
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwest & Ethical Investments's MTN Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of Vail Resorts (MTN) in Q4 2018, closing a stake of 138 shares — an estimated $37.9K sold.

Northwest & Ethical Investments first reported a position in MTN in Q4 2016 and held it in 8 quarters. The position peaked at $180K in Q1 2017. 403 funds tracked by Wall St. Rank hold MTN as of Q4 2018.

  • Northwest & Ethical Investments reported no remaining Vail Resorts position as of Q4 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 138 Vail Resorts shares in Q4 2018, an estimated $37.9K.
  • Northwest & Ethical Investments first reported a position in Vail Resorts in Q4 2016 and held it in 8 quarters.
  • Northwest & Ethical Investments's Vail Resorts position peaked at $180K in Q1 2017.
  • 403 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.