Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Oaktree Cap Group LLC
Q4 2018 Filed on Feb 14, 2019
173
N/A
Union Bankshares Corp New
Q4 2018 Filed on Feb 14, 2019
2,264
N/A
WASH
Washington Trust Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,487
$46.57 - $56.86 $116K - $141K
Nanometrics Inc
Q4 2018 Filed on Feb 14, 2019
2,653
N/A
NWLI
National Western Life Group, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
3
$266.39 - $317.52 $799 - $953
Cyrusone Inc
Q4 2018 Filed on Feb 14, 2019
16
N/A
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,910
$33.02 - $39.82 $96.1K - $116K
TRS
Trimas Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
377
$25.59 - $30.53 $9.65K - $11.5K
LMAT
Lemaitre Vascular Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
447
$22.01 - $37.23 $9.84K - $16.6K
Portola Pharmaceuticals Inc
Q4 2018 Filed on Feb 14, 2019
16
N/A
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,997
$38.77 - $47.77 $77.4K - $95.4K
Hff Inc
Q4 2018 Filed on Feb 14, 2019
40
N/A
Legacy Tex Finl Group Inc
Q4 2018 Filed on Feb 14, 2019
1,740
N/A
LMNX
Luminex Corporation

Healthcare
Q4 2018 Filed on Feb 14, 2019
799
N/A
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
58
$20.22 - $32.07 $1.17K - $1.86K
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
608
$70.48 - $115.55 $42.9K - $70.3K
YELP
Yelp Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
525
$30.67 - $48.43 $16.1K - $25.4K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
43
$9.92 - $20.53 $427 - $883
Echo Global Logistics Inc
Q4 2018 Filed on Feb 14, 2019
3,911
N/A
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,066
$16.66 - $19.1 $17.8K - $20.4K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
14,515
$22.11 - $28.19 $321K - $409K
USCR
U.S. Concrete, Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
1,336
N/A
VC
Visteon Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
391
$59.13 - $94.03 $23.1K - $36.8K
PAGP
Plains Gp Holdings LP

Energy
Q4 2018 Filed on Feb 14, 2019
4,380
$19.64 - $25.08 $86K - $110K
Realpage Inc
Q4 2018 Filed on Feb 14, 2019
2,555
N/A
Tower Intl Inc
Q4 2018 Filed on Feb 14, 2019
3,809
N/A
Coresite Rlty Corp
Q4 2018 Filed on Feb 14, 2019
1,501
N/A
GDOT
Green Dot Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
284
$69.92 - $92.84 $19.9K - $26.4K
Andeavor Logistics LP
Q4 2018 Filed on Feb 14, 2019
1,690
N/A
Msg Network Inc
Q4 2018 Filed on Feb 14, 2019
3,295
N/A
MDXG
Mimedx Group, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
60
$1.15 - $6.45 $69 - $387
Biotelemetry Inc
Q4 2018 Filed on Feb 14, 2019
3,134
N/A
Ubiquiti Networks Inc
Q4 2018 Filed on Feb 14, 2019
23
N/A
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
3,059
$30.07 - $38.83 $92K - $119K
Bottomline Tech Del Inc
Q4 2018 Filed on Feb 14, 2019
2,230
N/A
FBNC
First Bancorp

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,077
$31.1 - $41.25 $95.7K - $127K
UIHC
United Insurance Holdings Corp.

Financial Services
Q4 2018 Filed on Feb 14, 2019
755
$15.8 - $21.73 $11.9K - $16.4K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,373
$19.36 - $22.61 $26.6K - $31K
Dunkin Brands Group Inc
Q4 2018 Filed on Feb 14, 2019
17
N/A
Tronox LTD
Q4 2018 Filed on Feb 14, 2019
1,203
N/A
BHLB
Berkshire Hills Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,055
$26.09 - $41.0 $79.7K - $125K
PSB
Ps Business Parks, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
159
$121.16 - $142.32 $19.3K - $22.6K
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 14, 2019
830
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,265
$11.62 - $17.96 $14.7K - $22.7K
Monmouth Real Estate Invt CO
Q4 2018 Filed on Feb 14, 2019
7,572
N/A
MRCY
Mercury Systems Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
801
$41.61 - $55.01 $33.3K - $44.1K
Iberiabank Corp
Q4 2018 Filed on Feb 14, 2019
252
N/A
Fireeye Inc
Q4 2018 Filed on Feb 14, 2019
550
N/A
NUVA
Nuvasive Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
303
$47.64 - $71.26 $14.4K - $21.6K
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