Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Apache Corp
Q4 2018 Filed on Feb 14, 2019
400
N/A
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Feb 14, 2019
3,022
$26.18 - $40.0 $79.1K - $121K
TER
Teradyne, Inc

Technology
Q4 2018 Filed on Feb 14, 2019
850
$28.94 - $36.93 $24.6K - $31.4K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
75
$144.87 - $183.29 $10.9K - $13.7K
CRUS
Cirrus Logic, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
41
$31.71 - $42.41 $1.3K - $1.74K
Weight Watchers Intl Inc New
Q4 2018 Filed on Feb 14, 2019
1,771
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,372
$50.55 - $66.85 $69.4K - $91.7K
Symantec Corp
Q4 2018 Filed on Feb 14, 2019
1,139
N/A
EQT
Eqt Corp

Energy
Q4 2018 Filed on Feb 14, 2019
3,731
$16.63 - $25.89 $62K - $96.6K
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,500
$63.11 - $76.89 $94.7K - $115K
ITW
Illinois Tool Works Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
163
$118.95 - $144.71 $19.4K - $23.6K
LTC
Ltc Properties Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
270
$40.59 - $46.85 $11K - $12.6K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
2,457
$15.4 - $24.17 $37.8K - $59.4K
EXC
Exelon Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
592
$30.48 - $33.57 $18K - $19.9K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
731
$55.15 - $66.39 $40.3K - $48.5K
Bb&T Corp
Q4 2018 Filed on Feb 14, 2019
2,077
N/A
Altaba Inc
Q4 2018 Filed on Feb 14, 2019
2,655
N/A
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
201
$61.45 - $77.8 $12.4K - $15.6K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
135
$65.43 - $87.61 $8.83K - $11.8K
CAH
Cardinal Health Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
2,379
$42.93 - $57.63 $102K - $137K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
914
$82.72 - $107.01 $75.6K - $97.8K
RDN
Radian Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
4,218
$14.83 - $20.33 $62.6K - $85.8K
Ingersoll Rand PLC
Q4 2018 Filed on Feb 14, 2019
952
N/A
Red Hat Inc
Q4 2018 Filed on Feb 14, 2019
185
N/A
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,401
$39.62 - $51.79 $55.5K - $72.6K
AVA
Avista Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
381
$42.48 - $52.58 $16.2K - $20K
GNTX
Gentex Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,700
$18.62 - $22.81 $31.7K - $38.8K
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,307
$55.94 - $68.65 $73.1K - $89.7K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 14, 2019
771
$120.82 - $174.09 $93.2K - $134K
HSIC
Henry Schein Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
5,345
$58.32 - $70.9 $312K - $379K
ILMN
Illumina, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
335
$272.46 - $366.54 $91.3K - $123K
Shire PLC
Q4 2018 Filed on Feb 14, 2019
435
N/A
ITT
Itt Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
920
$45.29 - $61.1 $41.7K - $56.2K
SEIC
Sei Investments CO

Financial Services
Q4 2018 Filed on Feb 14, 2019
329
$42.83 - $60.47 $14.1K - $19.9K
PLUS
Eplus Inc

Technology
Q4 2018 Filed on Feb 14, 2019
373
$34.03 - $44.85 $12.7K - $16.7K
Tiffany & CO New
Q4 2018 Filed on Feb 14, 2019
742
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
434
$63.39 - $88.32 $27.5K - $38.3K
Noble Energy Inc
Q4 2018 Filed on Feb 14, 2019
4,722
N/A
OSUR
Orasure Technologies Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
61
$10.53 - $15.54 $642 - $948
MCS
Marcus Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
2,619
$37.44 - $44.42 $98.1K - $116K
FICO
Fair Isaac Corp

Technology
Q4 2018 Filed on Feb 14, 2019
321
$171.5 - $227.47 $55.1K - $73K
MEI
Methode Electronics Inc

Technology
Q4 2018 Filed on Feb 14, 2019
2,109
$21.38 - $34.38 $45.1K - $72.5K
KFRC
Kforce Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
4,733
$28.16 - $36.74 $133K - $174K
GATX
Gatx Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
1,719
$68.44 - $89.08 $118K - $153K
ICUI
Icu Medical Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
13
$213.13 - $281.01 $2.77K - $3.65K
Kvh Inds Inc
Q4 2018 Filed on Feb 14, 2019
1,205
N/A
CX
Cemex Sab De Cv

Basic Materials
Q4 2018 Filed on Feb 14, 2019
11,201
$4.56 - $7.11 $51.1K - $79.6K
HE
Hawaiian Electric Industries Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
571
$35.16 - $39.16 $20.1K - $22.4K
L
Loews Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
454
$42.54 - $50.88 $19.3K - $23.1K
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