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
Ca Inc
Q3 2018 Filed on Nov 13, 2018
2,341
N/A
Forum Energy Technologies In
Q3 2018 Filed on Nov 13, 2018
1,211
N/A
CRI
Carters Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
3,874
$92.5 - $117.47 $358K - $455K
Convergys Corp
Q3 2018 Filed on Nov 13, 2018
747
N/A
Sina Corp
Q3 2018 Filed on Nov 13, 2018
575
N/A
Bank Of The Ozarks
Q3 2018 Filed on Nov 13, 2018
3,750
N/A
MHO
M/I Homes, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
4,021
$23.93 - $28.12 $96.2K - $113K
EXTR
Extreme Networks Inc

Technology
Q3 2018 Filed on Nov 13, 2018
8,734
$5.48 - $8.96 $47.9K - $78.3K
Investors Bancorp Inc New
Q3 2018 Filed on Nov 13, 2018
23,189
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2018 Filed on Nov 13, 2018
619
N/A
CGNX
Cognex Corp

Technology
Q3 2018 Filed on Nov 13, 2018
7,053
$44.25 - $58.96 $312K - $416K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2018 Filed on Nov 13, 2018
8,007
$27.56 - $30.08 $221K - $241K
MERC
Mercer International Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
5,558
$16.35 - $18.5 $90.9K - $103K
B
Barnes Group Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
6,451
$59.23 - $71.91 $382K - $464K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
1,120
$13.97 - $22.84 $15.6K - $25.6K
Nci Building Sys Inc
Q2 2018 Filed on Aug 22, 2018
6,020
N/A
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q2 2018 Filed on Aug 22, 2018
417
N/A
Time Warner Inc
Q2 2018 Filed on Aug 22, 2018
4,165
N/A
Arconic Inc
Q2 2018 Filed on Aug 22, 2018
5,048
N/A
DISH
Dish Network Corp

Communication Services
Q2 2018 Filed on Aug 22, 2018
336
$29.03 - $39.46 $9.75K - $13.3K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2018 Filed on Aug 22, 2018
4,575
$21.98 - $26.3 $101K - $120K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
18
$45.68 - $56.86 $822 - $1.02K
National Oilwell Varco Inc
Q2 2018 Filed on Aug 22, 2018
68
N/A
Eqt Midstream Partners LP
Q2 2018 Filed on Aug 22, 2018
980
N/A
Monsanto CO New
Q2 2018 Filed on Aug 22, 2018
1,753
N/A
BCC
Boise Cascade CO

Basic Materials
Q2 2018 Filed on Aug 22, 2018
2,495
$37.8 - $49.1 $94.3K - $123K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
3,150
$6.8 - $9.4 $21.4K - $29.6K
Global X Fds
Q2 2018 Filed on Aug 22, 2018
94,903
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 22, 2018
855
N/A
Dsw Inc
Q2 2018 Filed on Aug 22, 2018
792
N/A
MASI
Masimo Corp

Healthcare
Q2 2018 Filed on Aug 22, 2018
1,151
$83.88 - $102.21 $96.5K - $118K
SATS
Echo Star Corp

Technology
Q2 2018 Filed on Aug 22, 2018
758
$35.98 - $45.11 $27.3K - $34.2K
On Assignment Inc
Q2 2018 Filed on Aug 22, 2018
1,734
N/A
Tech Data Corp
Q2 2018 Filed on Aug 22, 2018
1,543
N/A
COHR
Ii Vi Inc

Technology
Q2 2018 Filed on Aug 22, 2018
421
$149.61 - $185.98 $63K - $78.3K
Cavium Inc
Q2 2018 Filed on Aug 22, 2018
421
N/A
BIG
Big Lots Inc

Consumer Defensive
Q2 2018 Filed on Aug 22, 2018
1,803
$38.69 - $44.42 $69.8K - $80.1K
Spectra Energy Partners LP
Q2 2018 Filed on Aug 22, 2018
154
N/A
INT
World Fuel Services Corp

Energy
Q2 2018 Filed on Aug 22, 2018
332
$20.18 - $27.91 $6.7K - $9.27K
Intercontinental Hotels Grou
Q2 2018 Filed on Aug 22, 2018
14,704
N/A
Vasco Data Sec Intl Inc
Q2 2018 Filed on Aug 22, 2018
1,180
N/A
WBK
Westpac Banking Corporation

Financial Services
Q2 2018 Filed on Aug 22, 2018
1,433
N/A
Callon Pete CO Del
Q2 2018 Filed on Aug 22, 2018
7,189
N/A
Akorn Inc
Q2 2018 Filed on Aug 22, 2018
296
N/A
Ntt Docomo Inc
Q2 2018 Filed on Aug 22, 2018
12,492
N/A
HDSN
Hudson Technologies Inc

Basic Materials
Q2 2018 Filed on Aug 22, 2018
3,824
$1.96 - $4.89 $7.5K - $18.7K
RES
Rpc Inc

Energy
Q2 2018 Filed on Aug 22, 2018
22,379
$13.65 - $19.56 $305K - $438K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2018 Filed on Aug 22, 2018
1,203
$78.68 - $89.49 $94.7K - $108K
CUK
Carnival PLC

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
1,924
$57.65 - $67.19 $111K - $129K
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