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
AMBA
Ambarella Inc

Technology
Q4 2018 Filed on Feb 14, 2019
250
$31.84 - $42.35 $7.96K - $10.6K
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
16,000
$1.61 - $3.62 $25.8K - $57.9K
Novavax Inc
Q4 2018 Filed on Feb 14, 2019
1,000
N/A
OSPN
One Span Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
931
$12.21 - $19.08 $11.4K - $17.8K
ITA
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
58
$81.01 - $108.82 $4.7K - $6.31K
Wyndham Destinations Inc
Q4 2018 Filed on Feb 14, 2019
1,762
N/A
CPA
Copa Holdings, S.A.

Industrials
Q4 2018 Filed on Feb 14, 2019
428
$68.27 - $87.66 $29.2K - $37.5K
Sl Green Rlty Corp
Q4 2018 Filed on Feb 14, 2019
1,898
N/A
SRI
Stoneridge Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,367
$22.4 - $29.06 $30.6K - $39.7K
Shutterfly Inc
Q4 2018 Filed on Feb 14, 2019
596
N/A
DK
Delek Us Holdings, Inc.

Energy
Q4 2018 Filed on Feb 14, 2019
3,620
$29.54 - $43.34 $107K - $157K
AGS
Play Ags, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,274
$19.17 - $29.88 $24.4K - $38.1K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
776
$87.95 - $157.95 $68.2K - $123K
CNMD
Conmed Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
266
$57.41 - $79.06 $15.3K - $21K
Cornerstone Ondemand Inc
Q4 2018 Filed on Feb 14, 2019
459
N/A
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,534
$43.6 - $64.8 $66.9K - $99.4K
Enable Midstream Partners LP
Q4 2018 Filed on Feb 14, 2019
1,920
N/A
Eros Intl PLC
Q4 2018 Filed on Feb 14, 2019
7,532
N/A
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,097
$25.88 - $46.84 $80.2K - $145K
Cadence Bancorporation
Q4 2018 Filed on Feb 14, 2019
4,782
N/A
OZK
Bank Ozk

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,750
$21.19 - $38.72 $79.5K - $145K
Apergy Corp
Q4 2018 Filed on Feb 14, 2019
1,336
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,422
$43.5 - $54.45 $61.9K - $77.4K
Perspecta Inc
Q4 2018 Filed on Feb 14, 2019
126
N/A
ABMD
Abiomed Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
78
$281.08 - $444.25 $21.9K - $34.7K
Acceleron Pharma Inc
Q4 2018 Filed on Feb 14, 2019
448
N/A
ADAP
Adaptimmune Therapeutics PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
833
$3.76 - $14.16 $3.13K - $11.8K
Anadarko Pete Corp
Q4 2018 Filed on Feb 14, 2019
906
N/A
AXGN
Axogen, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
460
$17.09 - $38.25 $7.86K - $17.6K
TEX
Terex Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
3,144
$25.61 - $40.55 $80.5K - $127K
Eaton Vance Corp
Q4 2018 Filed on Feb 14, 2019
1,151
N/A
Raven Inds Inc
Q4 2018 Filed on Feb 14, 2019
26
N/A
TTEK
Tetra Tech Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,607
$49.08 - $72.33 $78.9K - $116K
KAMN
Kaman Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
2,242
$51.97 - $67.32 $117K - $151K
Royal Dutch Shell PLC
Q4 2018 Filed on Feb 14, 2019
2,225
N/A
Carrizo Oil & Gas Inc
Q4 2018 Filed on Feb 14, 2019
3,098
N/A
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
837
$128.36 - $272.13 $107K - $228K
Universal Fst Prods Inc
Q4 2018 Filed on Feb 14, 2019
2,941
N/A
VMI
Valmont Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
191
$104.22 - $139.52 $19.9K - $26.6K
Cbs Corp New
Q4 2018 Filed on Feb 14, 2019
1,000
N/A
Nutri Sys Inc New
Q4 2018 Filed on Feb 14, 2019
17
N/A
CCRN
Cross Country Healthcare Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,581
$7.12 - $9.52 $11.3K - $15.1K
LCII
Lci Industries

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
575
$60.59 - $82.42 $34.8K - $47.4K
Array Biopharma Inc
Q4 2018 Filed on Feb 14, 2019
1,739
N/A
Abraxas Pete Corp
Q4 2018 Filed on Feb 14, 2019
39,352
N/A
SSL
Sasol LTD

Basic Materials
Q4 2018 Filed on Feb 14, 2019
50
$27.62 - $39.06 $1.38K - $1.95K
Cantel Medical Corp
Q4 2018 Filed on Feb 14, 2019
325
N/A
Marvell Technology Group LTD
Q4 2018 Filed on Feb 14, 2019
243
N/A
MEOH
Methanex Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
646
$46.38 - $82.5 $30K - $53.3K
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email