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
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
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,242
$28.93 - $33.66 $35.9K - $41.8K
Cit Group Inc
Q4 2018 Filed on Feb 14, 2019
1,642
N/A
TKR
Timken CO

Industrials
Q4 2018 Filed on Feb 14, 2019
2,196
$34.43 - $50.05 $75.6K - $110K
OSPN
One Span Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
931
$12.21 - $19.08 $11.4K - $17.8K
PBA
Pembina Pipeline Corp

Energy
Q4 2018 Filed on Feb 14, 2019
930
$28.96 - $35.29 $26.9K - $32.8K
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
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
16,000
$1.61 - $3.62 $25.8K - $57.9K
Gw Pharmaceuticals PLC
Q4 2018 Filed on Feb 14, 2019
181
N/A
Novavax Inc
Q4 2018 Filed on Feb 14, 2019
1,000
N/A
TEX
Terex Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
3,144
$25.61 - $40.55 $80.5K - $127K
TECH
Bio Techne Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
150
$132.75 - $203.8 $19.9K - $30.6K
Hospitality Pptys Tr
Q4 2018 Filed on Feb 14, 2019
3,000
N/A
Scana Corp New
Q4 2018 Filed on Feb 14, 2019
114
N/A
CACI
Caci International Inc

Technology
Q4 2018 Filed on Feb 14, 2019
399
$139.42 - $185.02 $55.6K - $73.8K
Mma Cap Mgmt LLC
Q4 2018 Filed on Feb 14, 2019
131
N/A
AUOTY
Au Optronics Corp

Technology
Q4 2018 Filed on Feb 14, 2019
14
$3.68 - $4.28 $51.5 - $59.9
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Feb 14, 2019
208
$48.31 - $61.15 $10K - $12.7K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2018 Filed on Feb 14, 2019
6,250
$31.3 - $52.82 $196K - $330K
KFY
Korn Ferry

Industrials
Q4 2018 Filed on Feb 14, 2019
659
$37.72 - $48.97 $24.9K - $32.3K
GLNG
Golar Lng LTD

Energy
Q4 2018 Filed on Feb 14, 2019
3,880
$21.36 - $29.72 $82.9K - $115K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
209
$74.85 - $94.97 $15.6K - $19.8K
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
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
ANSS
Ansys Inc

Technology
Q4 2018 Filed on Feb 14, 2019
164
$136.81 - $186.0 $22.4K - $30.5K
AXGN
Axogen, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
460
$17.09 - $38.25 $7.86K - $17.6K
OZK
Bank Ozk

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,750
$21.19 - $38.72 $79.5K - $145K
Bp Midstream Partners LP
Q4 2018 Filed on Feb 14, 2019
1,160
N/A
Cadence Bancorporation
Q4 2018 Filed on Feb 14, 2019
4,782
N/A
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
776
$87.95 - $157.95 $68.2K - $123K
CAG
Conagra Brands Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
1,188
$20.96 - $37.15 $24.9K - $44.1K
Perspecta Inc
Q4 2018 Filed on Feb 14, 2019
126
N/A
Omnova Solutions Inc
Q4 2018 Filed on Feb 14, 2019
1,249
N/A
ATRA
Atara Biotherapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
103
$30.9 - $42.97 $3.18K - $4.43K
BPMC
Blueprint Medicines Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
557
$45.57 - $74.26 $25.4K - $41.4K
Aimmune Therapeutics Inc
Q4 2018 Filed on Feb 14, 2019
834
N/A
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