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
MOD
Modine Manufacturing CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
4,846
$10.1 - $15.29 $48.9K - $74.1K
SCL
Stepan CO

Basic Materials
Q4 2018 Filed on Feb 14, 2019
400
$70.1 - $88.52 $28K - $35.4K
SF
Stifel Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,447
$26.01 - $34.84 $63.6K - $85.3K
Cambrex Corp
Q4 2018 Filed on Feb 14, 2019
605
N/A
USCR
U.S. Concrete, Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
1,336
N/A
VC
Visteon Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
391
$59.13 - $94.03 $23.1K - $36.8K
DCP
Dcp Midstream, LP

Energy
Q4 2018 Filed on Feb 14, 2019
1,040
$25.35 - $43.59 $26.4K - $45.3K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
31
$40.83 - $53.37 $1.27K - $1.65K
Realpage Inc
Q4 2018 Filed on Feb 14, 2019
2,555
N/A
Consolidated Tomoka Ld CO
Q4 2018 Filed on Feb 14, 2019
1,695
N/A
YELP
Yelp Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
525
$30.67 - $48.43 $16.1K - $25.4K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
280
$22.86 - $24.6 $6.4K - $6.89K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
246
$27.65 - $38.39 $6.8K - $9.44K
Td Ameritrade Hldg Corp
Q3 2018 Filed on Nov 13, 2018
1,544
N/A
AVT
Avnet Inc

Technology
Q3 2018 Filed on Nov 13, 2018
1,230
$42.85 - $49.14 $52.7K - $60.4K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
2,889
$97.6 - $104.49 $282K - $302K
Lifepoint Health Inc
Q3 2018 Filed on Nov 13, 2018
369
N/A
Spectrum Brands Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
75
N/A
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
600
$41.11 - $43.79 $24.7K - $26.3K
PRGO
Perrigo CO PLC

Healthcare
Q3 2018 Filed on Nov 13, 2018
16
$69.44 - $80.52 $1.11K - $1.29K
Ca Inc
Q3 2018 Filed on Nov 13, 2018
2,341
N/A
EPR
Epr Properties

Real Estate
Q3 2018 Filed on Nov 13, 2018
130
$64.6 - $70.35 $8.4K - $9.15K
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
174
$145.0 - $192.47 $25.2K - $33.5K
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2018 Filed on Nov 13, 2018
155
$73.45 - $84.9 $11.4K - $13.2K
Fiat Chrysler Automobiles N
Q3 2018 Filed on Nov 13, 2018
5,363
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 13, 2018
3,030
N/A
Convergys Corp
Q3 2018 Filed on Nov 13, 2018
747
N/A
Kkr & CO L P Del
Q3 2018 Filed on Nov 13, 2018
2,180
N/A
Bank Of The Ozarks
Q3 2018 Filed on Nov 13, 2018
3,750
N/A
QUOT
Quotient Technology Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
2,629
$12.9 - $15.75 $33.9K - $41.4K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2018 Filed on Nov 13, 2018
619
N/A
Investors Bancorp Inc New
Q3 2018 Filed on Nov 13, 2018
23,189
N/A
Express Scripts Hldg CO
Q3 2018 Filed on Nov 13, 2018
15
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2018 Filed on Nov 13, 2018
8,007
$27.56 - $30.08 $221K - $241K
Northstar Realty Europe Corp
Q3 2018 Filed on Nov 13, 2018
517
N/A
CMA
Comerica Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
12
$89.46 - $99.43 $1.07K - $1.19K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
574
$46.62 - $57.88 $26.8K - $33.2K
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
100
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
12
$82.85 - $95.33 $994 - $1.14K
SO
Southern CO

Utilities
Q3 2018 Filed on Nov 13, 2018
5,903
$42.66 - $49.08 $252K - $290K
VGR
Vector Group LTD

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
500
$13.09 - $17.48 $6.55K - $8.74K
EXTR
Extreme Networks Inc

Technology
Q3 2018 Filed on Nov 13, 2018
8,734
$5.48 - $8.96 $47.9K - $78.3K
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 13, 2018
301
N/A
Aegean Marine Petroleum Netw
Q3 2018 Filed on Nov 13, 2018
10,205
N/A
OTTR
Otter Tail Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
200
$47.05 - $49.6 $9.41K - $9.92K
Quality Care Pptys Inc
Q3 2018 Filed on Nov 13, 2018
201
N/A
RGLD
Royal Gold Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
196
$72.61 - $95.78 $14.2K - $18.8K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,220
$85.33 - $94.32 $104K - $115K
EWO
Ishares Inc Msci Austria ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
7,240
$21.72 - $23.8 $157K - $172K
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