Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
L Brands Inc
Q1 2020 Filed on May 04, 2020
357,690
N/A
AGO
Assured Guaranty LTD

Financial Services
Q1 2020 Filed on May 04, 2020
4,478
$19.35 - $49.29 $86.6K - $221K
TEL
Te Connectivity Ltd.

Technology
Q4 2019 Filed on Feb 13, 2020
76,226
$85.53 - $95.92 $6.52M - $7.31M
ROL
Rollins Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
10,409
$21.77 - $25.92 $227K - $270K
Viacom Inc New
Q4 2019 Filed on Feb 13, 2020
319,064
N/A
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,233
$20.43 - $23.04 $168K - $190K
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,200
$20.43 - $23.04 $168K - $189K
Slack Technologies Inc
Q4 2019 Filed on Feb 13, 2020
20,448
N/A
TSEM
Tower Semiconductor LTD

Technology
Q4 2019 Filed on Feb 13, 2020
10,027
$19.59 - $24.9 $196K - $250K
Src Energy Inc
Q4 2019 Filed on Feb 13, 2020
14,494
N/A
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
107,635
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
4,064
N/A
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Nov 14, 2019
10,784
$29.5 - $56.97 $318K - $614K
H
Hyatt Hotels Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
5,483
$71.41 - $80.68 $392K - $442K
Bt Group PLC
Q3 2019 Filed on Nov 14, 2019
17,364
N/A
Raytheon CO
Q3 2019 Filed on Nov 14, 2019
2,424
N/A
VEON
Veon Ltd.

Communication Services
Q3 2019 Filed on Nov 14, 2019
25,872
$2.34 - $3.2 $60.5K - $82.8K
Apartment Invt & Mgmt CO
Q2 2019 Filed on Aug 13, 2019
6,243
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 13, 2019
5,310
N/A
RYAAY
Ryanair Holdings PLC

Industrials
Q2 2019 Filed on Aug 13, 2019
10,581
$62.0 - $83.23 $656K - $881K
CLB
Core Laboratories N V

Energy
Q2 2019 Filed on Aug 13, 2019
6,846
$47.64 - $74.87 $326K - $513K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
3,515
$84.49 - $132.71 $297K - $466K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
5,505
$26.61 - $44.89 $146K - $247K
Preferred Apt Cmntys Inc
Q2 2019 Filed on Aug 13, 2019
12,589
N/A
CC
Chemours CO

Basic Materials
Q2 2019 Filed on Aug 13, 2019
5,567
$21.09 - $40.45 $117K - $225K
PSO
Pearson PLC

Communication Services
Q2 2019 Filed on Aug 13, 2019
38,511
$9.75 - $11.2 $375K - $431K
J
Jacobs Engineering Group Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
4,300
$73.87 - $84.39 $318K - $363K
UPLD
Upland Software, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
5,144
$40.03 - $52.77 $206K - $271K
RUN
Sunrun Inc.

Technology
Q1 2019 Filed on May 15, 2019
11,409
$9.78 - $16.3 $112K - $186K
Steris PLC
Q1 2019 Filed on May 15, 2019
15,401
N/A
Quantenna Communications Inc
Q1 2019 Filed on May 15, 2019
11,170
N/A
RDS-A
Shell PLC

Energy
Q1 2019 Filed on May 15, 2019
4,691
$50.37 - $56.25 $236K - $264K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 15, 2019
451,154
N/A
ACCO
Acco Brands Corp

Industrials
Q1 2019 Filed on May 15, 2019
11,760
$7.17 - $9.33 $84.3K - $110K
Apartment Invt & Mgmt CO
Q1 2019 Filed on May 15, 2019
6,294
N/A
Horizon Pharma PLC
Q1 2019 Filed on May 15, 2019
10,501
N/A
GPS
Gap Inc

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
258,772
$24.52 - $29.51 $6.35M - $7.64M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
12,000
$13.92 - $17.98 $167K - $216K
VRNS
Varonis Systems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
404
$16.91 - $23.82 $6.83K - $9.62K
TNET
Trinet Group, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
2,139
$39.37 - $55.51 $84.2K - $119K
Rudolph Technologies Inc
Q4 2018 Filed on Feb 14, 2019
4,000
N/A
Ddr Corp
Q4 2018 Filed on Feb 14, 2019
9
N/A
KN
Knowles Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,066
$12.54 - $16.67 $13.4K - $17.8K
Cimarex Energy CO
Q4 2018 Filed on Feb 14, 2019
1,134
N/A
Hcp Inc
Q4 2018 Filed on Feb 14, 2019
1,009
N/A
Arris Intl Inc
Q4 2018 Filed on Feb 14, 2019
1,621
N/A
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,004
$32.57 - $55.53 $65.3K - $111K
AUOTY
Au Optronics Corp

Technology
Q4 2018 Filed on Feb 14, 2019
14
$3.68 - $4.28 $51.5 - $59.9
Mma Cap Mgmt LLC
Q4 2018 Filed on Feb 14, 2019
131
N/A
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