Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IPGP
Ipg Photonics Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,851
$105.65 - $157.42 $196K - $291K
LMNX
Luminex Corporation

Healthcare
Q4 2018 Filed on Feb 14, 2019
799
N/A
Legacy Tex Finl Group Inc
Q4 2018 Filed on Feb 14, 2019
1,740
N/A
TRS
Trimas Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
377
$25.59 - $30.53 $9.65K - $11.5K
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
EXLS
Exl Service Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
1,004
$48.68 - $65.73 $48.9K - $66K
Blackstone Group L P
Q4 2018 Filed on Feb 14, 2019
1,266
N/A
EGBN
Eagle Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,695
$45.74 - $57.68 $123K - $155K
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,910
$33.02 - $39.82 $96.1K - $116K
MRCY
Mercury Systems Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
801
$41.61 - $55.01 $33.3K - $44.1K
POWI
Power Integrations Inc

Technology
Q4 2018 Filed on Feb 14, 2019
563
$25.2 - $32.22 $14.2K - $18.1K
PSB
Ps Business Parks, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
159
$121.16 - $142.32 $19.3K - $22.6K
Monmouth Real Estate Invt CO
Q4 2018 Filed on Feb 14, 2019
7,572
N/A
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,942
$36.03 - $48.43 $106K - $142K
VSAT
Viasat Inc

Technology
Q4 2018 Filed on Feb 14, 2019
297
$56.46 - $71.4 $16.8K - $21.2K
AER
Aer Cap Holdings N.V.

Industrials
Q4 2018 Filed on Feb 14, 2019
645
$36.86 - $57.23 $23.8K - $36.9K
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
1,939
N/A
FRME
First Merchants Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,773
$32.52 - $45.71 $90.2K - $127K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,997
$38.77 - $47.77 $77.4K - $95.4K
BWXT
Bwx Technologies, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
175
$36.76 - $63.18 $6.43K - $11.1K
PEGA
Pegasystems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
598
$44.13 - $61.66 $26.4K - $36.9K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
133
$140.68 - $160.22 $18.7K - $21.3K
Aarons Inc
Q4 2018 Filed on Feb 14, 2019
2,938
N/A
Coresite Rlty Corp
Q4 2018 Filed on Feb 14, 2019
1,501
N/A
Tronox LTD
Q4 2018 Filed on Feb 14, 2019
1,203
N/A
Tower Intl Inc
Q4 2018 Filed on Feb 14, 2019
3,809
N/A
IEP
Icahn Enterprises L.P.

Industrials
Q4 2018 Filed on Feb 14, 2019
6
$50.65 - $74.38 $304 - $446
CYRX
Cryoport, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
52
$9.05 - $13.16 $471 - $684
HOFT
Hooker Furnishings Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,808
$25.59 - $34.75 $46.3K - $62.8K
CORT
Corcept Therapeutics Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
7,824
$11.29 - $17.19 $88.3K - $134K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
231
$55.22 - $64.15 $12.8K - $14.8K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
43
$9.92 - $20.53 $427 - $883
Dunkin Brands Group Inc
Q4 2018 Filed on Feb 14, 2019
17
N/A
Andeavor Logistics LP
Q4 2018 Filed on Feb 14, 2019
1,690
N/A
IVZ
Invesco Ltd.

Financial Services
Q4 2018 Filed on Feb 14, 2019
285,425
$15.71 - $23.24 $4.48M - $6.63M
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 14, 2019
830
N/A
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
3,059
$30.07 - $38.83 $92K - $119K
Ubiquiti Networks Inc
Q4 2018 Filed on Feb 14, 2019
23
N/A
EEFT
Euronet Worldwide, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
541
$96.7 - $120.53 $52.3K - $65.2K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
14,515
$22.11 - $28.19 $321K - $409K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
72
$220.1 - $309.0 $15.8K - $22.2K
TRC
Tejon Ranch CO

Industrials
Q4 2018 Filed on Feb 14, 2019
1,029
$16.44 - $21.43 $16.9K - $22.1K
Centerstate Bk Corp
Q4 2018 Filed on Feb 14, 2019
4,512
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
Echo Global Logistics Inc
Q4 2018 Filed on Feb 14, 2019
3,911
N/A
Ferro Corp
Q4 2018 Filed on Feb 14, 2019
4,767
N/A
Iberiabank Corp
Q4 2018 Filed on Feb 14, 2019
252
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2018 Filed on Feb 14, 2019
620
N/A
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