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Reilly Financial Advisors’s Vail Resorts MTN Stock Holding History

Reilly Financial Advisors’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
Q1 		– Sell
-253
Closed -$54K – 1025
2017
Q4 		$54K Hold
253
– – 0.01% 319
2017
Q3 		$58K Hold
253
– – 0.01% 286
2017
Q2 		$51K Hold
253
– – 0.01% 304
2017
Q1 		$48K Hold
253
– – 0.01% 298
2016
Q4 		$41K Buy
+253
New +$40.2K 0.01% 306

Other funds holding MTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's MTN Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Vail Resorts (MTN) in Q1 2018, closing a stake of 253 shares — an estimated $54K sold.

Reilly Financial Advisors first reported a position in MTN in Q4 2016 and held it in 5 quarters. The position peaked at $58K in Q3 2017. 392 funds tracked by Wall St. Rank hold MTN as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Vail Resorts position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 253 Vail Resorts shares in Q1 2018, an estimated $54K.
  • Reilly Financial Advisors first reported a position in Vail Resorts in Q4 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's Vail Resorts position peaked at $58K in Q3 2017.
  • 392 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.