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Waverly Advisors’s Vail Resorts MTN Stock Holding History

Waverly 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
2014
Q2 		– Sell
-37
Closed -$3K – 743
2014
Q1 		$3K Sell
37
-17
-31% -$1.21K ﹤0.01% 630
2013
Q4 		$4K Buy
+54
New +$3.9K ﹤0.01% 710

Other funds holding MTN

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SAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's MTN Position: Q2 2014 in Review

Waverly Advisors sold out of Vail Resorts (MTN) in Q2 2014, closing a stake of 37 shares — an estimated $3K sold.

Waverly Advisors first reported a position in MTN in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 165 funds tracked by Wall St. Rank hold MTN as of Q2 2014.

  • Waverly Advisors reported no remaining Vail Resorts position as of Q2 2014 after selling out during the quarter.
  • Waverly Advisors sold 37 Vail Resorts shares in Q2 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Vail Resorts in Q4 2013 and held it in 2 quarters.
  • Waverly Advisors's Vail Resorts position peaked at $4K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2014.

Based on Waverly Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.