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
MBI
Mbia Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
4,467
$8.0 - $10.99 $35.7K - $49.1K
DDD
3 D Systems Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,501
$9.46 - $18.38 $14.2K - $27.6K
CHE
Chemed Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
219
$266.56 - $324.23 $58.4K - $71K
ROG
Rogers Corp

Technology
Q4 2018 Filed on Feb 14, 2019
12
$91.0 - $143.0 $1.09K - $1.72K
ALE
Allete Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
8
$73.59 - $82.32 $589 - $659
Cypress Semiconductor Corp
Q4 2018 Filed on Feb 14, 2019
4,444
N/A
Allergan PLC
Q4 2018 Filed on Feb 14, 2019
400
N/A
Firstcash Inc
Q4 2018 Filed on Feb 14, 2019
257
N/A
Texas Pac Ld Tr
Q4 2018 Filed on Feb 14, 2019
202
N/A
Cigna Corporation
Q4 2018 Filed on Feb 14, 2019
3,831
N/A
MKSI
Mks Instruments Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,184
$57.0 - $81.38 $67.5K - $96.4K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
539
$48.49 - $82.99 $26.1K - $44.7K
Quidel Corp
Q4 2018 Filed on Feb 14, 2019
304
N/A
LANC
Lancaster Colony Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
145
$144.28 - $187.15 $20.9K - $27.1K
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
3,079
$27.6 - $32.4 $85K - $99.8K
SF
Stifel Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,447
$26.01 - $34.84 $63.6K - $85.3K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,066
$16.66 - $19.1 $17.8K - $20.4K
Bryn Mawr Bk Corp
Q4 2018 Filed on Feb 14, 2019
3,111
N/A
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,879
$41.17 - $56.44 $77.4K - $106K
NUVA
Nuvasive Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
303
$47.64 - $71.26 $14.4K - $21.6K
PSMT
Pricesmart Inc

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
941
$55.78 - $81.57 $52.5K - $76.8K
Dunkin Brands Group Inc
Q4 2018 Filed on Feb 14, 2019
17
N/A
USCR
U.S. Concrete, Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
1,336
N/A
VC
Visteon Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
391
$59.13 - $94.03 $23.1K - $36.8K
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,910
$33.02 - $39.82 $96.1K - $116K
Monmouth Real Estate Invt CO
Q4 2018 Filed on Feb 14, 2019
7,572
N/A
BHLB
Berkshire Hills Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,055
$26.09 - $41.0 $79.7K - $125K
Ubiquiti Networks Inc
Q4 2018 Filed on Feb 14, 2019
23
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,265
$11.62 - $17.96 $14.7K - $22.7K
BWXT
Bwx Technologies, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
175
$36.76 - $63.18 $6.43K - $11.1K
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,942
$36.03 - $48.43 $106K - $142K
IEP
Icahn Enterprises L.P.

Industrials
Q4 2018 Filed on Feb 14, 2019
6
$50.65 - $74.38 $304 - $446
AMOT
Allied Motion Technologies Inc

Technology
Q4 2018 Filed on Feb 14, 2019
307
$26.37 - $34.47 $8.1K - $10.6K
AGX
Argan Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
338
$35.92 - $46.83 $12.1K - $15.8K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
3,059
$30.07 - $38.83 $92K - $119K
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
1,939
N/A
Echo Global Logistics Inc
Q4 2018 Filed on Feb 14, 2019
3,911
N/A
EXAS
Exact Sciences Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
23
$56.04 - $82.66 $1.29K - $1.9K
Iberiabank Corp
Q4 2018 Filed on Feb 14, 2019
252
N/A
MRCY
Mercury Systems Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
801
$41.61 - $55.01 $33.3K - $44.1K
EGBN
Eagle Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,695
$45.74 - $57.68 $123K - $155K
Blackstone Group L P
Q4 2018 Filed on Feb 14, 2019
1,266
N/A
Wabco Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
123
N/A
VMW
Vmware, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
11
$136.26 - $167.34 $1.5K - $1.84K
Kmg Chemicals Inc
Q4 2018 Filed on Feb 14, 2019
20
N/A
IPGP
Ipg Photonics Corp

Technology
Q4 2018 Filed on Feb 14, 2019
1,851
$105.65 - $157.42 $196K - $291K
EXLS
Exl Service Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
1,004
$48.68 - $65.73 $48.9K - $66K
Coresite Rlty Corp
Q4 2018 Filed on Feb 14, 2019
1,501
N/A
Tronox LTD
Q4 2018 Filed on Feb 14, 2019
1,203
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