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
TRS
Trimas Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
377
$25.59 - $30.53 $9.65K - $11.5K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
14,515
$22.11 - $28.19 $321K - $409K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,997
$38.77 - $47.77 $77.4K - $95.4K
POWI
Power Integrations Inc

Technology
Q4 2018 Filed on Feb 14, 2019
563
$25.2 - $32.22 $14.2K - $18.1K
Andeavor Logistics LP
Q4 2018 Filed on Feb 14, 2019
1,690
N/A
PSB
Ps Business Parks, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
159
$121.16 - $142.32 $19.3K - $22.6K
LMNX
Luminex Corporation

Healthcare
Q4 2018 Filed on Feb 14, 2019
799
N/A
VSAT
Viasat Inc

Technology
Q4 2018 Filed on Feb 14, 2019
297
$56.46 - $71.4 $16.8K - $21.2K
Realpage Inc
Q4 2018 Filed on Feb 14, 2019
2,555
N/A
Legacy Tex Finl Group Inc
Q4 2018 Filed on Feb 14, 2019
1,740
N/A
HSKA
Heska Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
13
$83.85 - $110.34 $1.09K - $1.43K
AER
Aer Cap Holdings N.V.

Industrials
Q4 2018 Filed on Feb 14, 2019
645
$36.86 - $57.23 $23.8K - $36.9K
Hff Inc
Q4 2018 Filed on Feb 14, 2019
40
N/A
LMAT
Lemaitre Vascular Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
447
$22.01 - $37.23 $9.84K - $16.6K
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 14, 2019
830
N/A
FBNC
First Bancorp

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,077
$31.1 - $41.25 $95.7K - $127K
Biotelemetry Inc
Q4 2018 Filed on Feb 14, 2019
3,134
N/A
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
133
$140.68 - $160.22 $18.7K - $21.3K
MDXG
Mimedx Group, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
60
$1.15 - $6.45 $69 - $387
Aarons Inc
Q4 2018 Filed on Feb 14, 2019
2,938
N/A
Bottomline Tech Del Inc
Q4 2018 Filed on Feb 14, 2019
2,230
N/A
Consolidated Tomoka Ld CO
Q4 2018 Filed on Feb 14, 2019
1,695
N/A
GDOT
Green Dot Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
284
$69.92 - $92.84 $19.9K - $26.4K
NWLI
National Western Life Group, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
3
$266.39 - $317.52 $799 - $953
PNR
Pentair PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
1,763
$35.81 - $43.71 $63.1K - $77.1K
TRN
Trinity Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,678
$19.4 - $28.15 $32.6K - $47.2K
Tower Intl Inc
Q4 2018 Filed on Feb 14, 2019
3,809
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,373
$19.36 - $22.61 $26.6K - $31K
CYRX
Cryoport, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
52
$9.05 - $13.16 $471 - $684
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
650
$103.04 - $124.69 $67K - $81K
Msg Network Inc
Q4 2018 Filed on Feb 14, 2019
3,295
N/A
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
37
$91.57 - $129.67 $3.39K - $4.8K
UIHC
United Insurance Holdings Corp.

Financial Services
Q4 2018 Filed on Feb 14, 2019
755
$15.8 - $21.73 $11.9K - $16.4K
IVZ
Invesco Ltd.

Financial Services
Q4 2018 Filed on Feb 14, 2019
285,425
$15.71 - $23.24 $4.48M - $6.63M
FNV
Franco Nevada Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
459
$61.49 - $73.19 $28.2K - $33.6K
PEGA
Pegasystems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
598
$44.13 - $61.66 $26.4K - $36.9K
Nanometrics Inc
Q4 2018 Filed on Feb 14, 2019
2,653
N/A
YELP
Yelp Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
525
$30.67 - $48.43 $16.1K - $25.4K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,808
$25.59 - $34.75 $46.3K - $62.8K
DCP
Dcp Midstream, LP

Energy
Q4 2018 Filed on Feb 14, 2019
1,040
$25.35 - $43.59 $26.4K - $45.3K
Ferro Corp
Q4 2018 Filed on Feb 14, 2019
4,767
N/A
SCL
Stepan CO

Basic Materials
Q4 2018 Filed on Feb 14, 2019
400
$70.1 - $88.52 $28K - $35.4K
WASH
Washington Trust Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,487
$46.57 - $56.86 $116K - $141K
MOD
Modine Manufacturing CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
4,846
$10.1 - $15.29 $48.9K - $74.1K
HA
Hawaiian Holdings Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
72
$25.04 - $40.14 $1.8K - $2.89K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2018 Filed on Feb 14, 2019
620
N/A
Union Bankshares Corp New
Q4 2018 Filed on Feb 14, 2019
2,264
N/A
Cambrex Corp
Q4 2018 Filed on Feb 14, 2019
605
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
43
$9.92 - $20.53 $427 - $883
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