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
Global X Fds
Q2 2020 Filed on Jul 09, 2020
44,313
N/A
AGO
Assured Guaranty LTD

Financial Services
Q1 2020 Filed on May 04, 2020
4,478
$19.35 - $49.29 $86.6K - $221K
QGEN
Qiagen N.V.

Healthcare
Q1 2020 Filed on May 04, 2020
13,104
$33.17 - $41.6 $435K - $545K
DLX
Deluxe Corp

Communication Services
Q1 2020 Filed on May 04, 2020
5,781
$20.3 - $49.74 $117K - $288K
ROLL
Rbc Bearings Inc

Industrials
Q1 2020 Filed on May 04, 2020
2,919
$81.77 - $181.97 $239K - $531K
HHC
Howard Hughes Corp

Real Estate
Q1 2020 Filed on May 04, 2020
2,943
$37.44 - $129.35 $110K - $381K
MIDD
Middleby Corp

Industrials
Q1 2020 Filed on May 04, 2020
11,400
$43.86 - $115.99 $500K - $1.32M
WEX
Wex Inc.

Technology
Q1 2020 Filed on May 04, 2020
2,197
$83.23 - $235.13 $183K - $517K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
4,124
$59.97 - $123.81 $247K - $511K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on May 04, 2020
10,997
$9.69 - $47.26 $107K - $520K
HRB
H&R Block Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
11,570
$12.38 - $24.97 $143K - $289K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
3,877
$52.27 - $127.67 $203K - $495K
HSC
Harsco Corp

Industrials
Q1 2020 Filed on May 04, 2020
10,729
$4.57 - $23.42 $49K - $251K
Legg Mason Inc
Q1 2020 Filed on May 04, 2020
5,908
N/A
AYI
Acuity Brands Inc

Industrials
Q1 2020 Filed on May 04, 2020
2,609
$71.08 - $143.12 $185K - $373K
L Brands Inc
Q1 2020 Filed on May 04, 2020
357,690
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2020 Filed on May 04, 2020
6,580
$24.08 - $52.44 $158K - $345K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2020 Filed on May 04, 2020
3,891
$90.67 - $139.24 $353K - $542K
Companhia Paranaense Energ C
Q1 2020 Filed on May 04, 2020
25,394
N/A
NGVT
Ingevity Corp

Basic Materials
Q4 2019 Filed on Feb 13, 2020
2,791
$78.04 - $94.05 $218K - $262K
HPQ
Hp Inc

Technology
Q4 2019 Filed on Feb 13, 2020
368,345
$16.03 - $20.69 $5.9M - $7.62M
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,200
$20.43 - $23.04 $168K - $189K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2019 Filed on Feb 13, 2020
17,979
$55.95 - $63.08 $1.01M - $1.13M
TEL
Te Connectivity Ltd.

Technology
Q4 2019 Filed on Feb 13, 2020
76,226
$85.53 - $95.92 $6.52M - $7.31M
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2019 Filed on Feb 13, 2020
26,870
$18.79 - $21.25 $505K - $571K
Src Energy Inc
Q4 2019 Filed on Feb 13, 2020
14,494
N/A
Viacom Inc New
Q4 2019 Filed on Feb 13, 2020
319,064
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
4,064
N/A
TSEM
Tower Semiconductor LTD

Technology
Q4 2019 Filed on Feb 13, 2020
10,027
$19.59 - $24.9 $196K - $250K
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,233
$20.43 - $23.04 $168K - $190K
ET
Energy Transfer LP

Energy
Q4 2019 Filed on Feb 13, 2020
11,088
$11.16 - $13.14 $124K - $146K
ROL
Rollins Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
10,409
$21.77 - $25.92 $227K - $270K
Slack Technologies Inc
Q4 2019 Filed on Feb 13, 2020
20,448
N/A
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
107,635
N/A
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q3 2019 Filed on Nov 14, 2019
24,445
$11.6 - $14.51 $284K - $355K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
23,126
$49.29 - $58.06 $1.14M - $1.34M
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Nov 14, 2019
10,784
$29.5 - $56.97 $318K - $614K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
12,065
$43.03 - $50.55 $519K - $610K
MITK
Mitek Systems Inc

Technology
Q3 2019 Filed on Nov 14, 2019
15,114
$9.36 - $11.2 $141K - $169K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2019 Filed on Nov 14, 2019
4,613
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
8,128
$50.84 - $50.97 $413K - $414K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 14, 2019
48,356
$4.63 - $5.29 $224K - $256K
Bt Group PLC
Q3 2019 Filed on Nov 14, 2019
17,364
N/A
H
Hyatt Hotels Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
5,483
$71.41 - $80.68 $392K - $442K
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Nov 14, 2019
7,465
$35.53 - $42.1 $265K - $314K
PRU
Prudential Financial Inc

Financial Services
Q3 2019 Filed on Nov 14, 2019
76,487
$78.29 - $103.27 $5.99M - $7.9M
RGEN
Repligen Corp

Healthcare
Q3 2019 Filed on Nov 14, 2019
2,245
$76.65 - $95.51 $172K - $214K
VEON
Veon Ltd.

Communication Services
Q3 2019 Filed on Nov 14, 2019
25,872
$2.34 - $3.2 $60.5K - $82.8K
Raytheon CO
Q3 2019 Filed on Nov 14, 2019
2,424
N/A
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