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RKL Wealth Management’s Wynn Resorts WYNN Stock Holding History

RKL Wealth Management’s Portfolio WYNN Stock Details WYNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-12,596
Closed -$2.36M – 61
2014
Q3 		$2.36M Sell
12,596
-1,122
-8% -$222K 1.64% 26
2014
Q2 		$2.85M Buy
13,718
+1,320
+11% +$274K 2.08% 21
2014
Q1 		$2.75M Buy
+12,398
New +$2.73M 2.08% 22

Other funds holding WYNN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RKL Wealth Management's WYNN Position: Q4 2014 in Review

RKL Wealth Management sold out of Wynn Resorts (WYNN) in Q4 2014, closing a stake of 12,596 shares — an estimated $2.36M sold.

RKL Wealth Management first reported a position in WYNN in Q1 2014 and held it in 3 quarters. The position peaked at $2.85M in Q2 2014. 457 funds tracked by Wall St. Rank hold WYNN as of Q4 2014.

  • RKL Wealth Management reported no remaining Wynn Resorts position as of Q4 2014 after selling out during the quarter.
  • RKL Wealth Management sold 12,596 Wynn Resorts shares in Q4 2014, an estimated $2.36M.
  • RKL Wealth Management first reported a position in Wynn Resorts in Q1 2014 and held it in 3 quarters.
  • RKL Wealth Management's Wynn Resorts position peaked at $2.85M in Q2 2014.
  • 457 funds tracked by Wall St. Rank held Wynn Resorts as of Q4 2014.

Based on RKL Wealth Management's 13F filing for Q4 2014, filed 20 Jan 2015.