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
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
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
AVA
Avista Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
381
$42.48 - $52.58 $16.2K - $20K
Cimarex Energy CO
Q4 2018 Filed on Feb 14, 2019
1,134
N/A
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
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
Omnova Solutions Inc
Q4 2018 Filed on Feb 14, 2019
1,249
N/A
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
TEX
Terex Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
3,144
$25.61 - $40.55 $80.5K - $127K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
209
$74.85 - $94.97 $15.6K - $19.8K
TKR
Timken CO

Industrials
Q4 2018 Filed on Feb 14, 2019
2,196
$34.43 - $50.05 $75.6K - $110K
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
Mcdermott Intl Inc
Q4 2018 Filed on Feb 14, 2019
1,362
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
AMBA
Ambarella Inc

Technology
Q4 2018 Filed on Feb 14, 2019
250
$31.84 - $42.35 $7.96K - $10.6K
Gw Pharmaceuticals PLC
Q4 2018 Filed on Feb 14, 2019
181
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
4,075
$3.82 - $4.79 $15.6K - $19.5K
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
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