Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PUK
Prudential PLC

Financial Services
Q2 2020 Filed on Jul 09, 2020
12,073
$21.9 - $31.11 $264K - $376K
ECL
Ecolab Inc.

Basic Materials
Q2 2020 Filed on Jul 09, 2020
2,627
$146.7 - $230.11 $385K - $604K
GMRE
Global Medical Reit Inc.

Real Estate
Q2 2020 Filed on Jul 09, 2020
16,234
$8.45 - $12.88 $137K - $209K
RWT
Redwood Trust Inc

Real Estate
Q2 2020 Filed on Jul 09, 2020
10,297
$2.56 - $8.71 $26.4K - $89.7K
Aon PLC
Q2 2020 Filed on Jul 09, 2020
9,580
N/A
XIN
Xinyuan Real Estate Co., Ltd.

Real Estate
Q2 2020 Filed on Jul 09, 2020
10,220
$2.03 - $2.92 $20.7K - $29.8K
AEG
Aegon Nv

Financial Services
Q2 2020 Filed on Jul 09, 2020
48,023
$2.23 - $3.44 $107K - $165K
ALLY
Ally Financial Inc.

Financial Services
Q2 2020 Filed on Jul 09, 2020
234,507
$11.98 - $23.62 $2.81M - $5.54M
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2020 Filed on Jul 09, 2020
4,531
$67.45 - $95.16 $306K - $431K
PHI
Pldt Inc.

Communication Services
Q2 2020 Filed on Jul 09, 2020
13,589
$20.6 - $25.6 $280K - $348K
UHS
Universal Health Services Inc

Healthcare
Q1 2020 Filed on May 04, 2020
3,246
$67.69 - $147.78 $220K - $480K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2020 Filed on May 04, 2020
4,197
$75.14 - $115.68 $315K - $486K
L Brands Inc
Q1 2020 Filed on May 04, 2020
357,690
N/A
ROLL
Rbc Bearings Inc

Industrials
Q1 2020 Filed on May 04, 2020
2,919
$81.77 - $181.97 $239K - $531K
Legg Mason Inc
Q1 2020 Filed on May 04, 2020
5,908
N/A
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2020 Filed on May 04, 2020
4,637
$60.11 - $84.1 $279K - $390K
QGEN
Qiagen N.V.

Healthcare
Q1 2020 Filed on May 04, 2020
13,104
$33.17 - $41.6 $435K - $545K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2020 Filed on May 04, 2020
3,891
$90.67 - $139.24 $353K - $542K
HHC
Howard Hughes Corp

Real Estate
Q1 2020 Filed on May 04, 2020
2,943
$37.44 - $129.35 $110K - $381K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
3,877
$52.27 - $127.67 $203K - $495K
MIDD
Middleby Corp

Industrials
Q1 2020 Filed on May 04, 2020
11,400
$43.86 - $115.99 $500K - $1.32M
HRB
H&R Block Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
11,570
$12.38 - $24.97 $143K - $289K
Companhia Paranaense Energ C
Q1 2020 Filed on May 04, 2020
25,394
N/A
AGO
Assured Guaranty LTD

Financial Services
Q1 2020 Filed on May 04, 2020
4,478
$19.35 - $49.29 $86.6K - $221K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on May 04, 2020
14,149
$16.46 - $30.6 $233K - $433K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on May 04, 2020
10,997
$9.69 - $47.26 $107K - $520K
HSC
Harsco Corp

Industrials
Q1 2020 Filed on May 04, 2020
10,729
$4.57 - $23.42 $49K - $251K
DLX
Deluxe Corp

Communication Services
Q1 2020 Filed on May 04, 2020
5,781
$20.3 - $49.74 $117K - $288K
WEX
Wex Inc.

Technology
Q1 2020 Filed on May 04, 2020
2,197
$83.23 - $235.13 $183K - $517K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
4,124
$59.97 - $123.81 $247K - $511K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2020 Filed on May 04, 2020
6,580
$24.08 - $52.44 $158K - $345K
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,200
$20.43 - $23.04 $168K - $189K
TEL
Te Connectivity Ltd.

Technology
Q4 2019 Filed on Feb 13, 2020
76,226
$85.53 - $95.92 $6.52M - $7.31M
Viacom Inc New
Q4 2019 Filed on Feb 13, 2020
319,064
N/A
HPQ
Hp Inc

Technology
Q4 2019 Filed on Feb 13, 2020
368,345
$16.03 - $20.69 $5.9M - $7.62M
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
107,635
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2019 Filed on Feb 13, 2020
26,870
$18.79 - $21.25 $505K - $571K
IBCP
Independent Bank Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
8,233
$20.43 - $23.04 $168K - $190K
Slack Technologies Inc
Q4 2019 Filed on Feb 13, 2020
20,448
N/A
ET
Energy Transfer LP

Energy
Q4 2019 Filed on Feb 13, 2020
11,088
$11.16 - $13.14 $124K - $146K
NGVT
Ingevity Corp

Basic Materials
Q4 2019 Filed on Feb 13, 2020
2,791
$78.04 - $94.05 $218K - $262K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2019 Filed on Feb 13, 2020
17,979
$55.95 - $63.08 $1.01M - $1.13M
ROL
Rollins Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
10,409
$21.77 - $25.92 $227K - $270K
TSEM
Tower Semiconductor LTD

Technology
Q4 2019 Filed on Feb 13, 2020
10,027
$19.59 - $24.9 $196K - $250K
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
4,064
N/A
Src Energy Inc
Q4 2019 Filed on Feb 13, 2020
14,494
N/A
MITK
Mitek Systems Inc

Technology
Q3 2019 Filed on Nov 14, 2019
15,114
$9.36 - $11.2 $141K - $169K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
8,128
$50.84 - $50.97 $413K - $414K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
23,126
$49.29 - $58.06 $1.14M - $1.34M
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