PWM
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PRW Wealth Management’s Vail Resorts MTN Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-3
Closed -$1K – 445
2019
Q1 		$1K Hold
3
– – ﹤0.01% 610
2018
Q4 		$1K Buy
+3
New +$742 ﹤0.01% 601

Other funds holding MTN

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PRW Wealth Management's MTN Position: Q2 2019 in Review

PRW Wealth Management sold out of Vail Resorts (MTN) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in MTN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 410 funds tracked by Wall St. Rank hold MTN as of Q2 2019.

  • PRW Wealth Management reported no remaining Vail Resorts position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 3 Vail Resorts shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Vail Resorts in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Vail Resorts position peaked at $1K in Q1 2019.
  • 410 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.