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
DNOW
Now Inc.

Energy
Q3 2018 Filed on Nov 13, 2018
29
$13.23 - $17.44 $384 - $506
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2018 Filed on Nov 13, 2018
1,420
N/A
CDK
Cdk Global, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
32
$60.59 - $67.34 $1.94K - $2.15K
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
600
$41.11 - $43.79 $24.7K - $26.3K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,220
$85.33 - $94.32 $104K - $115K
Forum Energy Technologies In
Q3 2018 Filed on Nov 13, 2018
1,211
N/A
Quality Care Pptys Inc
Q3 2018 Filed on Nov 13, 2018
201
N/A
TUSK
Mammoth Energy Services, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
1,019
$25.9 - $39.82 $26.4K - $40.6K
OTTR
Otter Tail Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
200
$47.05 - $49.6 $9.41K - $9.92K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2018 Filed on Nov 13, 2018
8,007
$27.56 - $30.08 $221K - $241K
STT
State Street Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
12
$82.85 - $95.33 $994 - $1.14K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2018 Filed on Nov 13, 2018
4,660
$64.03 - $69.29 $298K - $323K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
4,195
$30.32 - $33.25 $127K - $139K
JCI
Johnson Controls International PLC

Industrials
Q3 2018 Filed on Nov 13, 2018
95
$33.32 - $40.01 $3.17K - $3.8K
MERC
Mercer International Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
5,558
$16.35 - $18.5 $90.9K - $103K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
574
$46.62 - $57.88 $26.8K - $33.2K
KIM
Kimco Realty Corp

Real Estate
Q3 2018 Filed on Nov 13, 2018
64
$16.02 - $17.48 $1.03K - $1.12K
Sina Corp
Q3 2018 Filed on Nov 13, 2018
575
N/A
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
6,545
$35.29 - $38.24 $231K - $250K
EWO
Ishares Inc Msci Austria ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
7,240
$21.72 - $23.8 $157K - $172K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2018 Filed on Nov 13, 2018
619
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
13
$83.7 - $105.64 $1.09K - $1.37K
Praxair Inc
Q3 2018 Filed on Nov 13, 2018
66
N/A
Dun & Bradstreet Corp Del Ne
Q3 2018 Filed on Nov 13, 2018
147
N/A
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 13, 2018
301
N/A
Xl Group LTD
Q3 2018 Filed on Nov 13, 2018
1,247
N/A
Global X Fds
Q2 2018 Filed on Aug 22, 2018
94,903
N/A
Nci Building Sys Inc
Q2 2018 Filed on Aug 22, 2018
6,020
N/A
COHR
Ii Vi Inc

Technology
Q2 2018 Filed on Aug 22, 2018
421
$149.61 - $185.98 $63K - $78.3K
Monsanto CO New
Q2 2018 Filed on Aug 22, 2018
1,753
N/A
ETR
Entergy Corp

Utilities
Q2 2018 Filed on Aug 22, 2018
654
$76.05 - $82.35 $49.7K - $53.9K
Broadcom LTD
Q2 2018 Filed on Aug 22, 2018
8,396
N/A
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
1,120
$13.97 - $22.84 $15.6K - $25.6K
INGR
Ingredion Inc

Consumer Defensive
Q2 2018 Filed on Aug 22, 2018
8
$109.54 - $130.92 $876 - $1.05K
Time Warner Inc
Q2 2018 Filed on Aug 22, 2018
4,165
N/A
WELL
Welltower Inc.

Real Estate
Q2 2018 Filed on Aug 22, 2018
79
$50.01 - $62.69 $3.95K - $4.95K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
18
$45.68 - $56.86 $822 - $1.02K
Retail Pptys Amer Inc
Q2 2018 Filed on Aug 22, 2018
309
N/A
Eqt Midstream Partners LP
Q2 2018 Filed on Aug 22, 2018
980
N/A
DQ
Daqo New Energy Corp.

Technology
Q2 2018 Filed on Aug 22, 2018
3,426
$6.7 - $13.6 $23K - $46.6K
DISH
Dish Network Corp

Communication Services
Q2 2018 Filed on Aug 22, 2018
336
$29.03 - $39.46 $9.75K - $13.3K
Powershares Qqq Trust
Q2 2018 Filed on Aug 22, 2018
855
N/A
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 22, 2018
3,150
$6.8 - $9.4 $21.4K - $29.6K
Arconic Inc
Q2 2018 Filed on Aug 22, 2018
5,048
N/A
REG
Regency Centers Corp

Real Estate
Q2 2018 Filed on Aug 22, 2018
797
$55.7 - $62.68 $44.4K - $50K
Tech Data Corp
Q2 2018 Filed on Aug 22, 2018
1,543
N/A
Akorn Inc
Q2 2018 Filed on Aug 22, 2018
296
N/A
BIG
Big Lots Inc

Consumer Defensive
Q2 2018 Filed on Aug 22, 2018
1,803
$38.69 - $44.42 $69.8K - $80.1K
HDSN
Hudson Technologies Inc

Basic Materials
Q2 2018 Filed on Aug 22, 2018
3,824
$1.96 - $4.89 $7.5K - $18.7K
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email