WA
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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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return