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
ACLS
Axcelis Technologies Inc

Technology
Q4 2018 Filed on Feb 14, 2019
6,185
$15.54 - $20.09 $96.1K - $124K
Centerstate Bk Corp
Q4 2018 Filed on Feb 14, 2019
4,512
N/A
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
231
$55.22 - $64.15 $12.8K - $14.8K
CORT
Corcept Therapeutics Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
7,824
$11.29 - $17.19 $88.3K - $134K
TRC
Tejon Ranch CO

Industrials
Q4 2018 Filed on Feb 14, 2019
1,029
$16.44 - $21.43 $16.9K - $22.1K
KRO
Kronos Worldwide Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
3,349
$16.25 - $23.0 $54.4K - $77K
Fiat Chrysler Automobiles N
Q3 2018 Filed on Nov 13, 2018
5,363
N/A
CMA
Comerica Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
12
$89.46 - $99.43 $1.07K - $1.19K
Andeavor
Q3 2018 Filed on Nov 13, 2018
2,276
N/A
Spectrum Brands Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
75
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 13, 2018
3,030
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
100
N/A
Bank Of The Ozarks
Q3 2018 Filed on Nov 13, 2018
3,750
N/A
Convergys Corp
Q3 2018 Filed on Nov 13, 2018
747
N/A
EXTR
Extreme Networks Inc

Technology
Q3 2018 Filed on Nov 13, 2018
8,734
$5.48 - $8.96 $47.9K - $78.3K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
2,889
$97.6 - $104.49 $282K - $302K
Express Scripts Hldg CO
Q3 2018 Filed on Nov 13, 2018
15
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
246
$27.65 - $38.39 $6.8K - $9.44K
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
174
$145.0 - $192.47 $25.2K - $33.5K
Lifepoint Health Inc
Q3 2018 Filed on Nov 13, 2018
369
N/A
Kkr & CO L P Del
Q3 2018 Filed on Nov 13, 2018
2,180
N/A
EPR
Epr Properties

Real Estate
Q3 2018 Filed on Nov 13, 2018
130
$64.6 - $70.35 $8.4K - $9.15K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
280
$22.86 - $24.6 $6.4K - $6.89K
Northstar Realty Europe Corp
Q3 2018 Filed on Nov 13, 2018
517
N/A
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2018 Filed on Nov 13, 2018
155
$73.45 - $84.9 $11.4K - $13.2K
VGR
Vector Group LTD

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
500
$13.09 - $17.48 $6.55K - $8.74K
QUOT
Quotient Technology Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
2,629
$12.9 - $15.75 $33.9K - $41.4K
SO
Southern CO

Utilities
Q3 2018 Filed on Nov 13, 2018
5,903
$42.66 - $49.08 $252K - $290K
AVT
Avnet Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,230
$42.85 - $49.14 $52.7K - $60.4K
Investors Bancorp Inc New
Q3 2018 Filed on Nov 13, 2018
23,189
N/A
Oclaro Inc
Q3 2018 Filed on Nov 13, 2018
5,169
N/A
Kraton Corporation
Q3 2018 Filed on Nov 13, 2018
1,601
N/A
51 Job Inc
Q3 2018 Filed on Nov 13, 2018
2,293
N/A
RGLD
Royal Gold Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
196
$72.61 - $95.78 $14.2K - $18.8K
VVI
Viad Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
321
$55.6 - $62.05 $17.8K - $19.9K
Education Rlty Tr Inc
Q3 2018 Filed on Nov 13, 2018
509
N/A
B
Barnes Group Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
6,451
$59.23 - $71.91 $382K - $464K
WNC
Wabash National Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
4,192
$17.86 - $20.21 $74.9K - $84.7K
MHO
M/I Homes, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
4,021
$23.93 - $28.12 $96.2K - $113K
Ca Inc
Q3 2018 Filed on Nov 13, 2018
2,341
N/A
JEF
Jefferies Financial Group Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
101,865
$20.56 - $23.18 $2.09M - $2.36M
Energy Transfer Partners LP
Q3 2018 Filed on Nov 13, 2018
2,190
N/A
THS
Tree House Foods, Inc.

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

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
660
$158.99 - $255.94 $105K - $169K
PRGO
Perrigo CO PLC

Healthcare
Q3 2018 Filed on Nov 13, 2018
16
$69.44 - $80.52 $1.11K - $1.29K
Groupon Inc
Q3 2018 Filed on Nov 13, 2018
5,414
N/A
CRI
Carters Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
3,874
$92.5 - $117.47 $358K - $455K
Fnb Bancorp Calif
Q3 2018 Filed on Nov 13, 2018
126,295
N/A
CGNX
Cognex Corp

Technology
Q3 2018 Filed on Nov 13, 2018
7,053
$44.25 - $58.96 $312K - $416K
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