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
Dowdupont Inc
Q2 2019 Filed on Aug 13, 2019
5,310
N/A
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Aug 13, 2019
16,471
$22.52 - $27.39 $371K - $451K
CLB
Core Laboratories N V

Energy
Q2 2019 Filed on Aug 13, 2019
6,846
$47.64 - $74.87 $326K - $513K
J
Jacobs Engineering Group Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
4,300
$73.87 - $84.39 $318K - $363K
Preferred Apt Cmntys Inc
Q2 2019 Filed on Aug 13, 2019
12,589
N/A
Apartment Invt & Mgmt CO
Q2 2019 Filed on Aug 13, 2019
6,243
N/A
CC
Chemours CO

Basic Materials
Q2 2019 Filed on Aug 13, 2019
5,567
$21.09 - $40.45 $117K - $225K
LFUS
Littelfuse Inc

Technology
Q2 2019 Filed on Aug 13, 2019
2,078
$163.21 - $204.45 $339K - $425K
UPLD
Upland Software, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
5,144
$40.03 - $52.77 $206K - $271K
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
RYAAY
Ryanair Holdings PLC

Industrials
Q2 2019 Filed on Aug 13, 2019
10,581
$62.0 - $83.23 $656K - $881K
HUM
Humana Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
906
$232.89 - $276.48 $211K - $250K
PSO
Pearson PLC

Communication Services
Q2 2019 Filed on Aug 13, 2019
38,511
$9.75 - $11.2 $375K - $431K
BAP
Credicorp LTD

Financial Services
Q1 2019 Filed on May 15, 2019
1,093
$222.67 - $250.7 $243K - $274K
RUN
Sunrun Inc.

Technology
Q1 2019 Filed on May 15, 2019
11,409
$9.78 - $16.3 $112K - $186K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2019 Filed on May 15, 2019
11,410
$37.89 - $50.89 $432K - $581K
Steris PLC
Q1 2019 Filed on May 15, 2019
15,401
N/A
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
RDS-A
Shell PLC

Energy
Q1 2019 Filed on May 15, 2019
4,691
$50.37 - $56.25 $236K - $264K
CPK
Chesapeake Utilities Corp

Utilities
Q1 2019 Filed on May 15, 2019
2,477
$79.59 - $93.8 $197K - $232K
GPS
Gap Inc

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
258,772
$24.52 - $29.51 $6.35M - $7.64M
Quantenna Communications Inc
Q1 2019 Filed on May 15, 2019
11,170
N/A
Horizon Pharma PLC
Q1 2019 Filed on May 15, 2019
10,501
N/A
TRTN
Triton International LTD

Industrials
Q4 2018 Filed on Feb 14, 2019
3,275
$28.54 - $35.47 $93.5K - $116K
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
4,618
$17.78 - $22.23 $82.1K - $103K
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
Cimarex Energy CO
Q4 2018 Filed on Feb 14, 2019
1,134
N/A
Rudolph Technologies Inc
Q4 2018 Filed on Feb 14, 2019
4,000
N/A
SD
Sandridge Energy Inc

Energy
Q4 2018 Filed on Feb 14, 2019
135
$7.07 - $11.58 $954 - $1.56K
Ddr Corp
Q4 2018 Filed on Feb 14, 2019
9
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
NTR
Nutrien Ltd.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
1,731
$44.15 - $58.68 $76.4K - $102K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
12,000
$13.92 - $17.98 $167K - $216K
INVH
Invitation Homes Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
2,020
$19.42 - $22.74 $39.2K - $45.9K
Arris Intl Inc
Q4 2018 Filed on Feb 14, 2019
1,621
N/A
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
3
$65.64 - $85.55 $197 - $257
Hcp Inc
Q4 2018 Filed on Feb 14, 2019
1,009
N/A
MRO
Marathon Oil Corp

Energy
Q4 2018 Filed on Feb 14, 2019
4,573
$12.66 - $23.99 $57.9K - $110K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2018 Filed on Feb 14, 2019
11,594
$14.59 - $23.84 $169K - $276K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2018 Filed on Feb 14, 2019
10
$49.0 - $50.08 $490 - $501
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,036
$12.2 - $15.54 $73.6K - $93.8K
NTNX
Nutanix, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
59
$35.95 - $45.73 $2.12K - $2.7K
Oaktree Cap Group LLC
Q4 2018 Filed on Feb 14, 2019
173
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
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