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
LSXMA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
576
$34.84 - $42.92 $20.1K - $24.7K
CACI
Caci International Inc

Technology
Q4 2018 Filed on Feb 14, 2019
399
$139.42 - $185.02 $55.6K - $73.8K
Mcdermott Intl Inc
Q4 2018 Filed on Feb 14, 2019
1,362
N/A
Scana Corp New
Q4 2018 Filed on Feb 14, 2019
114
N/A
WMS
Advanced Drainage Systems, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
615
$23.24 - $31.01 $14.3K - $19.1K
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
2,510
$26.45 - $36.25 $66.4K - $91K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,482
$22.99 - $29.67 $34.1K - $44K
Carolina Finl Corp New
Q4 2018 Filed on Feb 14, 2019
4,259
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,021
$12.2 - $20.15 $12.5K - $20.6K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
3
$65.64 - $85.55 $197 - $257
Hospitality Pptys Tr
Q4 2018 Filed on Feb 14, 2019
3,000
N/A
ESNT
Essent Group Ltd.

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,825
$31.25 - $43.7 $120K - $167K
TKR
Timken CO

Industrials
Q4 2018 Filed on Feb 14, 2019
2,196
$34.43 - $50.05 $75.6K - $110K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2018 Filed on Feb 14, 2019
6,250
$31.3 - $52.82 $196K - $330K
Achaogen Inc
Q4 2018 Filed on Feb 14, 2019
51
N/A
FWONA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
145
$26.88 - $35.16 $3.9K - $5.1K
BATRA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
58
$23.68 - $27.05 $1.37K - $1.57K
SHLX
Shell Midstream Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,960
$16.33 - $22.25 $48.3K - $65.9K
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
3,190
$22.63 - $28.81 $72.2K - $91.9K
AGR
Avangrid, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
20
$46.16 - $53.08 $923 - $1.06K
First Data Corp New
Q4 2018 Filed on Feb 14, 2019
2,674
N/A
Instructure Inc
Q4 2018 Filed on Feb 14, 2019
29
N/A
PUMP
Pro Petro Holding Corp.

Energy
Q4 2018 Filed on Feb 14, 2019
10,478
$11.68 - $19.61 $122K - $205K
WRK
West Rock CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,055
$35.24 - $53.6 $72.4K - $110K
Gannett CO Inc
Q4 2018 Filed on Feb 14, 2019
1,595
N/A
CABO
Cable One, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
89
$774.1 - $918.65 $68.9K - $81.8K
FGEN
Fibrogen Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
347
$37.97 - $60.16 $13.2K - $20.9K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,755
$43.11 - $61.57 $75.7K - $108K
Pra Health Sciences Inc
Q4 2018 Filed on Feb 14, 2019
1,177
N/A
BATRK
Liberty Media Corp Del

Communication Services
Q4 2018 Filed on Feb 14, 2019
115
N/A
Intersect Ent Inc
Q4 2018 Filed on Feb 14, 2019
28
N/A
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
10
$81.94 - $139.71 $819 - $1.4K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2018 Filed on Feb 14, 2019
11,594
$14.59 - $23.84 $169K - $276K
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,036
$12.2 - $15.54 $73.6K - $93.8K
Grubhub Inc
Q4 2018 Filed on Feb 14, 2019
49
N/A
Micro Focus International Pl
Q4 2018 Filed on Feb 14, 2019
745
N/A
PETQ
Pet Iq, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,387
$21.6 - $37.49 $30K - $52K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2018 Filed on Feb 14, 2019
10
$49.0 - $50.08 $490 - $501
Arch Coal Inc
Q4 2018 Filed on Feb 14, 2019
49
N/A
Versum Matls Inc
Q4 2018 Filed on Feb 14, 2019
2,729
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
2,784
$22.86 - $33.57 $63.6K - $93.5K
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,013
$28.23 - $47.01 $85.1K - $142K
Trinseo S A
Q4 2018 Filed on Feb 14, 2019
630
N/A
TRTN
Triton International LTD

Industrials
Q4 2018 Filed on Feb 14, 2019
3,275
$28.54 - $35.47 $93.5K - $116K
TRUP
Trupanion, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,012
$22.59 - $32.4 $22.9K - $32.8K
Acacia Communications Inc
Q4 2018 Filed on Feb 14, 2019
272
N/A
SBOW
Silverbow Resources, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
249
$21.56 - $29.52 $5.37K - $7.35K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,481
$8.78 - $13.66 $21.8K - $33.9K
KFY
Korn Ferry

Industrials
Q4 2018 Filed on Feb 14, 2019
659
$37.72 - $48.97 $24.9K - $32.3K
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