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
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,004
$32.57 - $55.53 $65.3K - $111K
VRNS
Varonis Systems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
404
$16.91 - $23.82 $6.83K - $9.62K
KN
Knowles Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,066
$12.54 - $16.67 $13.4K - $17.8K
TNET
Trinet Group, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
2,139
$39.37 - $55.51 $84.2K - $119K
Achaogen Inc
Q4 2018 Filed on Feb 14, 2019
51
N/A
Grubhub Inc
Q4 2018 Filed on Feb 14, 2019
49
N/A
CTRE
Care Trust Reit, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
6,239
$16.8 - $20.44 $105K - $128K
Trinseo S A
Q4 2018 Filed on Feb 14, 2019
630
N/A
TRUP
Trupanion, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,012
$22.59 - $32.4 $22.9K - $32.8K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
10
$81.94 - $139.71 $819 - $1.4K
Carolina Finl Corp New
Q4 2018 Filed on Feb 14, 2019
4,259
N/A
CHGG
Chegg, Inc

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,482
$22.99 - $29.67 $34.1K - $44K
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
2,510
$26.45 - $36.25 $66.4K - $91K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
3,944
$30.84 - $49.51 $122K - $195K
Wageworks Inc
Q4 2018 Filed on Feb 14, 2019
34
N/A
OKTA
Okta, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
647
$47.82 - $71.82 $30.9K - $46.5K
Cyrusone Inc
Q4 2018 Filed on Feb 14, 2019
16
N/A
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
608
$70.48 - $115.55 $42.9K - $70.3K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
58
$20.22 - $32.07 $1.17K - $1.86K
Portola Pharmaceuticals Inc
Q4 2018 Filed on Feb 14, 2019
16
N/A
Fireeye Inc
Q4 2018 Filed on Feb 14, 2019
550
N/A
PAGP
Plains Gp Holdings LP

Energy
Q4 2018 Filed on Feb 14, 2019
4,380
$19.64 - $25.08 $86K - $110K
ESNT
Essent Group Ltd.

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,825
$31.25 - $43.7 $120K - $167K
Intersect Ent Inc
Q4 2018 Filed on Feb 14, 2019
28
N/A
SYF
Synchrony Financial

Financial Services
Q4 2018 Filed on Feb 14, 2019
17,728
$22.17 - $31.78 $393K - $563K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,035
$27.94 - $39.23 $56.9K - $79.8K
PUMP
Pro Petro Holding Corp.

Energy
Q4 2018 Filed on Feb 14, 2019
10,478
$11.68 - $19.61 $122K - $205K
Instructure Inc
Q4 2018 Filed on Feb 14, 2019
29
N/A
First Data Corp New
Q4 2018 Filed on Feb 14, 2019
2,674
N/A
AGR
Avangrid, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
20
$46.16 - $53.08 $923 - $1.06K
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
3,190
$22.63 - $28.81 $72.2K - $91.9K
BATRA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
58
$23.68 - $27.05 $1.37K - $1.57K
LSXMA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
576
$34.84 - $42.92 $20.1K - $24.7K
FWONA
Liberty Media Corp

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

Communication Services
Q4 2018 Filed on Feb 14, 2019
115
N/A
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
72
$220.1 - $309.0 $15.8K - $22.2K
SBOW
Silverbow Resources, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
249
$21.56 - $29.52 $5.37K - $7.35K
WMS
Advanced Drainage Systems, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
615
$23.24 - $31.01 $14.3K - $19.1K
Mcdermott Intl Inc
Q4 2018 Filed on Feb 14, 2019
1,362
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
730
$42.54 - $57.56 $31.1K - $42K
SHLX
Shell Midstream Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,960
$16.33 - $22.25 $48.3K - $65.9K
FGEN
Fibrogen Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
347
$37.97 - $60.16 $13.2K - $20.9K
Pra Health Sciences Inc
Q4 2018 Filed on Feb 14, 2019
1,177
N/A
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,481
$8.78 - $13.66 $21.8K - $33.9K
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,013
$28.23 - $47.01 $85.1K - $142K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,755
$43.11 - $61.57 $75.7K - $108K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
2,118
$41.92 - $56.91 $88.8K - $121K
CABO
Cable One, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
89
$774.1 - $918.65 $68.9K - $81.8K
BLD
Top Build Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
29
$42.3 - $56.42 $1.23K - $1.64K
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