MYIA
AAN.A

Mount Yale Investment Advisors’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Mount Yale Investment Advisors’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,938
Closed -$150K – 959
2018
Q3 		$150K Buy
2,938
+202
+7% +$10.3K 0.03% 333
2018
Q2 		$119K Sell
2,736
-44
-2% -$1.91K 0.02% 410
2018
Q1 		$130K Buy
+2,780
New +$130K 0.03% 381

Other funds holding AAN.A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's AAN.A Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of The Aaron's Company Inc Class A (AAN.A) in Q4 2018, closing a stake of 2,938 shares — an estimated $150K sold.

Mount Yale Investment Advisors first reported a position in AAN.A in Q1 2018 and held it in 3 quarters. The position peaked at $150K in Q3 2018. 256 funds tracked by Wall St. Rank hold AAN.A as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining The Aaron's Company Inc Class A position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,938 The Aaron's Company Inc Class A shares in Q4 2018, an estimated $150K.
  • Mount Yale Investment Advisors first reported a position in The Aaron's Company Inc Class A in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's The Aaron's Company Inc Class A position peaked at $150K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.