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Mount Yale Investment Advisors’s Acco Brands ACCO Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,760
Closed -$105K – 312
2018
Q4 		$105K Buy
11,760
+1,273
+12% +$10.9K 0.02% 303
2018
Q3 		$92K Buy
10,487
+763
+8% +$9.79K 0.02% 467
2018
Q2 		$135K Sell
9,724
-153
-2% -$1.96K 0.03% 373
2018
Q1 		$124K Buy
+9,877
New +$124K 0.03% 392

Other funds holding ACCO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mount Yale Investment Advisors's ACCO Position: Q1 2019 in Review

Mount Yale Investment Advisors sold out of Acco Brands (ACCO) in Q1 2019, closing a stake of 11,760 shares — an estimated $105K sold.

Mount Yale Investment Advisors first reported a position in ACCO in Q1 2018 and held it in 4 quarters. The position peaked at $135K in Q2 2018. 200 funds tracked by Wall St. Rank hold ACCO as of Q1 2019.

  • Mount Yale Investment Advisors reported no remaining Acco Brands position as of Q1 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,760 Acco Brands shares in Q1 2019, an estimated $105K.
  • Mount Yale Investment Advisors first reported a position in Acco Brands in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Acco Brands position peaked at $135K in Q2 2018.
  • 200 funds tracked by Wall St. Rank held Acco Brands as of Q1 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.