WealthTrust-Arizona’s Vail Resorts MTN Stock Holding History

WealthTrust-Arizona’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 Q4	$6K	Hold	31	–	–	﹤0.01%	452
2018 Q3	$8K	Buy	31 +10	+48%	+$2.88K	﹤0.01%	445
2018 Q2	$6K	Buy	21 +1	+5%	+$245	﹤0.01%	486
2018 Q1	$5K	Hold	20	–	–	﹤0.01%	495
2017 Q4	$4K	Hold	20	–	–	﹤0.01%	523
2017 Q3	$5K	Hold	20	–	–	﹤0.01%	498
2017 Q2	$4K	Hold	20	–	–	﹤0.01%	509
2017 Q1	$4K	Hold	20	–	–	﹤0.01%	498
2016 Q4	$3K	Hold	20	–	–	﹤0.01%	518
2016 Q3	$3K	Buy	+20	New	+$3.05K	﹤0.01%	529
2014 Q1	–	Sell	-15	Closed	-$1K	–	713
2013 Q4	$1K	Sell	15 -13	-46%	-$939	﹤0.01%	616
2013 Q3	$2K	Hold	28	–	–	﹤0.01%	550
2013 Q2	$2K	Buy	+28	New	+$1.75K	﹤0.01%	525

Other funds holding MTN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthTrust-Arizona's MTN Position: Q4 2018 in Review

WealthTrust-Arizona held its Vail Resorts (MTN) position steady in Q4 2018 at 31 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

WealthTrust-Arizona first reported a position in MTN in Q2 2013 and has held it in 13 quarters since. The position peaked at $8K in Q3 2018. 403 funds tracked by Wall St. Rank hold MTN as of Q4 2018.

WealthTrust-Arizona held 31 shares of Vail Resorts worth $6K as of Q4 2018.
WealthTrust-Arizona left its Vail Resorts share count unchanged in Q4 2018.
Vail Resorts made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #452 holding.
WealthTrust-Arizona first reported a position in Vail Resorts in Q2 2013 and has held it in 13 quarters since.
WealthTrust-Arizona's Vail Resorts position peaked at $8K in Q3 2018.
403 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.