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
Gannett CO Inc
Q4 2018 Filed on Feb 14, 2019
1,595
N/A
WRK
West Rock CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
2,055
$35.24 - $53.6 $72.4K - $110K
Acacia Communications Inc
Q4 2018 Filed on Feb 14, 2019
272
N/A
Cornerstone Ondemand Inc
Q4 2018 Filed on Feb 14, 2019
459
N/A
LSI
Life Storage, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
219
$59.82 - $67.81 $13.1K - $14.9K
LNC
Lincoln National Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
100
$48.79 - $70.58 $4.88K - $7.06K
LNN
Lindsay Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
209
$87.68 - $108.07 $18.3K - $22.6K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2018 Filed on Feb 14, 2019
1,000
$34.93 - $45.79 $34.9K - $45.8K
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
FIZZ
National Beverage Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
455
$35.77 - $56.61 $16.3K - $25.8K
NEWR
New Relic, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
260
$73.5 - $96.11 $19.1K - $25K
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
LBTYK
Liberty Global PLC

Communication Services
Q4 2018 Filed on Feb 14, 2019
3,170
$19.55 - $27.61 $62K - $87.5K
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
Eidos Therapeutics Inc
Q4 2018 Filed on Feb 14, 2019
1,372
N/A
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
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
180
$238.62 - $265.68 $43K - $47.8K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
805
$24.85 - $28.38 $20K - $22.8K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,097
$25.88 - $46.84 $80.2K - $145K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
353
$11.43 - $18.39 $4.03K - $6.49K
GDS
Gds Holdings LTD

Technology
Q4 2018 Filed on Feb 14, 2019
4,122
$21.8 - $34.09 $89.9K - $141K
HLX
Helix Energy Solutions Group Inc

Energy
Q4 2018 Filed on Feb 14, 2019
2,651
$5.21 - $10.78 $13.8K - $28.6K
Immunomedics Inc
Q4 2018 Filed on Feb 14, 2019
1,573
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
VKTX
Viking Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
761
$7.16 - $16.21 $5.45K - $12.3K
WPC
W. P. Carey Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
400
$62.88 - $70.58 $25.2K - $28.2K
WB
Weibo Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
615
$54.6 - $72.52 $33.6K - $44.6K
Wellcare Health Plans Inc
Q4 2018 Filed on Feb 14, 2019
120
N/A
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
UNIT
Uniti Group Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
13
$14.89 - $20.41 $194 - $265
TUP
Tupperware Brands Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,797
$30.09 - $38.73 $54.1K - $69.6K
POLY
Plantronics Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,600
$31.24 - $61.9 $50K - $99K
PFG
Principal Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
858
$41.08 - $60.65 $35.2K - $52K
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
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
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