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
Bryn Mawr Bk Corp
Q4 2018 Filed on Feb 14, 2019
3,111
N/A
AGX
Argan Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
338
$35.92 - $46.83 $12.1K - $15.8K
EGBN
Eagle Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,695
$45.74 - $57.68 $123K - $155K
Wabco Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
123
N/A
Kmg Chemicals Inc
Q4 2018 Filed on Feb 14, 2019
20
N/A
HSKA
Heska Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
13
$83.85 - $110.34 $1.09K - $1.43K
VMW
Vmware, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
11
$136.26 - $167.34 $1.5K - $1.84K
NWE
Northwestern Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
350
$57.96 - $64.46 $20.3K - $22.6K
Blackstone Group L P
Q4 2018 Filed on Feb 14, 2019
1,266
N/A
Td Ameritrade Hldg Corp
Q3 2018 Filed on Nov 13, 2018
1,544
N/A
AVT
Avnet Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,230
$42.85 - $49.14 $52.7K - $60.4K
PRGO
Perrigo CO PLC

Healthcare
Q3 2018 Filed on Nov 13, 2018
16
$69.44 - $80.52 $1.11K - $1.29K
Northstar Realty Europe Corp
Q3 2018 Filed on Nov 13, 2018
517
N/A
Andeavor
Q3 2018 Filed on Nov 13, 2018
2,276
N/A
Xl Group LTD
Q3 2018 Filed on Nov 13, 2018
1,247
N/A
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
600
$41.11 - $43.79 $24.7K - $26.3K
Oclaro Inc
Q3 2018 Filed on Nov 13, 2018
5,169
N/A
CDK
Cdk Global, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
32
$60.59 - $67.34 $1.94K - $2.15K
Dun & Bradstreet Corp Del Ne
Q3 2018 Filed on Nov 13, 2018
147
N/A
Express Scripts Hldg CO
Q3 2018 Filed on Nov 13, 2018
15
N/A
Fnb Bancorp Calif
Q3 2018 Filed on Nov 13, 2018
126,295
N/A
Education Rlty Tr Inc
Q3 2018 Filed on Nov 13, 2018
509
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
100
N/A
Energy Transfer Partners LP
Q3 2018 Filed on Nov 13, 2018
2,190
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2018 Filed on Nov 13, 2018
1,420
N/A
VGR
Vector Group LTD

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
500
$13.09 - $17.48 $6.55K - $8.74K
Kkr & CO L P Del
Q3 2018 Filed on Nov 13, 2018
2,180
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 13, 2018
3,030
N/A
MED
Medifast Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
660
$158.99 - $255.94 $105K - $169K
Quality Care Pptys Inc
Q3 2018 Filed on Nov 13, 2018
201
N/A
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
174
$145.0 - $192.47 $25.2K - $33.5K
TUSK
Mammoth Energy Services, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
1,019
$25.9 - $39.82 $26.4K - $40.6K
DNOW
Now Inc.

Energy
Q3 2018 Filed on Nov 13, 2018
29
$13.23 - $17.44 $384 - $506
Spectrum Brands Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
75
N/A
Groupon Inc
Q3 2018 Filed on Nov 13, 2018
5,414
N/A
Kraton Corporation
Q3 2018 Filed on Nov 13, 2018
1,601
N/A
Aegean Marine Petroleum Netw
Q3 2018 Filed on Nov 13, 2018
10,205
N/A
Fiat Chrysler Automobiles N
Q3 2018 Filed on Nov 13, 2018
5,363
N/A
Lifepoint Health Inc
Q3 2018 Filed on Nov 13, 2018
369
N/A
EWO
Ishares Inc Msci Austria ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
7,240
$21.72 - $23.8 $157K - $172K
Praxair Inc
Q3 2018 Filed on Nov 13, 2018
66
N/A
51 Job Inc
Q3 2018 Filed on Nov 13, 2018
2,293
N/A
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 13, 2018
301
N/A
WNC
Wabash National Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
4,192
$17.86 - $20.21 $74.9K - $84.7K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
280
$22.86 - $24.6 $6.4K - $6.89K
VVI
Viad Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
321
$55.6 - $62.05 $17.8K - $19.9K
THO
Thor Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
13
$83.7 - $105.64 $1.09K - $1.37K
QUOT
Quotient Technology Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
2,629
$12.9 - $15.75 $33.9K - $41.4K
THS
Tree House Foods, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
752
$46.98 - $55.43 $35.3K - $41.7K
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