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WealthSource Partners’s Vail Resorts MTN Stock Holding History

WealthSource Partners’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
-1,213
Closed -$258K – 317
2017
Q4 		$258K Sell
1,213
-10
-0.8% -$2.24K 0.08% 233
2017
Q3 		$279K Buy
1,223
+99
+9% +$21.5K 0.09% 218
2017
Q2 		$228K Sell
1,124
-711
-39% -$143K 0.08% 244
2017
Q1 		$352K Sell
1,835
-15
-0.8% -$2.66K 0.13% 171
2016
Q4 		$298K Buy
1,850
+26
+1% +$4.13K 0.13% 173
2016
Q3 		$286K Sell
1,824
-8
-0.4% -$1.22K 0.1% 190
2016
Q2 		$253K Buy
+1,832
New +$242K 0.09% 194

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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

WealthSource Partners's MTN Position: Q1 2018 in Review

WealthSource Partners sold out of Vail Resorts (MTN) in Q1 2018, closing a stake of 1,213 shares — an estimated $258K sold.

WealthSource Partners first reported a position in MTN in Q2 2016 and held it in 7 quarters. The position peaked at $352K in Q1 2017. 392 funds tracked by Wall St. Rank hold MTN as of Q1 2018.

  • WealthSource Partners reported no remaining Vail Resorts position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 1,213 Vail Resorts shares in Q1 2018, an estimated $258K.
  • WealthSource Partners first reported a position in Vail Resorts in Q2 2016 and held it in 7 quarters.
  • WealthSource Partners's Vail Resorts position peaked at $352K in Q1 2017.
  • 392 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.