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
Bp Midstream Partners LP
Q4 2018 Filed on Feb 14, 2019
1,160
N/A
NVCR
Novo Cure LTD

Healthcare
Q4 2018 Filed on Feb 14, 2019
324
$28.72 - $52.63 $9.31K - $17.1K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,093
$4.15 - $4.97 $8.69K - $10.4K
Oasis Pete Inc New
Q4 2018 Filed on Feb 14, 2019
7,341
N/A
Omnova Solutions Inc
Q4 2018 Filed on Feb 14, 2019
1,249
N/A
OFIX
Orthofix Medical Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
387
$48.76 - $62.37 $18.9K - $24.1K
PCYG
Park City Group Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,170
$5.89 - $9.9 $6.89K - $11.6K
PGTI
Pgt Innovations, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,525
$14.92 - $23.33 $22.8K - $35.6K
POLY
Plantronics Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,600
$31.24 - $61.9 $50K - $99K
NEWR
New Relic, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
260
$73.5 - $96.11 $19.1K - $25K
FIZZ
National Beverage Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
455
$35.77 - $56.61 $16.3K - $25.8K
Immunomedics Inc
Q4 2018 Filed on Feb 14, 2019
1,573
N/A
Interxion Holding N.V
Q4 2018 Filed on Feb 14, 2019
1,572
N/A
LBTYK
Liberty Global PLC

Communication Services
Q4 2018 Filed on Feb 14, 2019
3,170
$19.55 - $27.61 $62K - $87.5K
LSI
Life Storage, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
219
$59.82 - $67.81 $13.1K - $14.9K
LNN
Lindsay Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
209
$87.68 - $108.07 $18.3K - $22.6K
Mellanox Technologies LTD
Q4 2018 Filed on Feb 14, 2019
1,320
N/A
MSM
Msc Industrial Direct CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
242
$73.63 - $89.82 $17.8K - $21.7K
Renewable Energy Group Inc
Q4 2018 Filed on Feb 14, 2019
748
N/A
RUTH
Ruths Hospitality Group, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,953
$21.72 - $31.0 $85.9K - $123K
Western Gas Equity Partners
Q4 2018 Filed on Feb 14, 2019
660
N/A
Western Gas Partners LP
Q4 2018 Filed on Feb 14, 2019
850
N/A
WLY
John Wiley & Sons, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
23
$45.22 - $61.47 $1.04K - $1.41K
Windstream Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
2
N/A
Wright Med Group N V
Q4 2018 Filed on Feb 14, 2019
635
N/A
Xilinx Inc
Q4 2018 Filed on Feb 14, 2019
364
N/A
Zynga Inc
Q4 2018 Filed on Feb 14, 2019
8,027
N/A
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
539
$48.49 - $82.99 $26.1K - $44.7K
Wellcare Health Plans Inc
Q4 2018 Filed on Feb 14, 2019
120
N/A
WB
Weibo Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
615
$54.6 - $72.52 $33.6K - $44.6K
SABR
Sabre Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
51
$20.7 - $26.15 $1.06K - $1.33K
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
541
$15.63 - $20.67 $8.46K - $11.2K
SHIIY
Sinopec Shanghai Ads (1 Oo Clh)
Q4 2018 Filed on Feb 14, 2019
1,121
N/A
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
75
$41.68 - $74.48 $3.13K - $5.59K
SNX
Td Synnex Corp

Technology
Q4 2018 Filed on Feb 14, 2019
109
$36.63 - $44.57 $3.99K - $4.86K
Systemax Inc
Q4 2018 Filed on Feb 14, 2019
950
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,797
$30.09 - $38.73 $54.1K - $69.6K
UNIT
Uniti Group Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
13
$14.89 - $20.41 $194 - $265
HLX
Helix Energy Solutions Group Inc

Energy
Q4 2018 Filed on Feb 14, 2019
2,651
$5.21 - $10.78 $13.8K - $28.6K
GDS
Gds Holdings LTD

Technology
Q4 2018 Filed on Feb 14, 2019
4,122
$21.8 - $34.09 $89.9K - $141K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
353
$11.43 - $18.39 $4.03K - $6.49K
Gw Pharmaceuticals PLC
Q4 2018 Filed on Feb 14, 2019
181
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
4,075
$3.82 - $4.79 $15.6K - $19.5K
Loxo Oncology Inc
Q4 2018 Filed on Feb 14, 2019
243
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
2,504
$12.26 - $20.07 $30.7K - $50.3K
ATRA
Atara Biotherapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
103
$30.9 - $42.97 $3.18K - $4.43K
Aimmune Therapeutics Inc
Q4 2018 Filed on Feb 14, 2019
834
N/A
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,663
$55.94 - $81.46 $93K - $135K
Colony Cap Inc New
Q4 2018 Filed on Feb 14, 2019
6,371
N/A
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