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Mount Yale Investment Advisors’s Axcelis ACLS Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,185
Closed -$110K – 313
2018
Q3 		$110K Buy
6,185
+431
+7% +$8.88K 0.02% 409
2018
Q2 		$114K Sell
5,754
-43
-0.7% -$945 0.02% 415
2018
Q1 		$143K Buy
+5,797
New +$152K 0.03% 348

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mount Yale Investment Advisors's ACLS Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Axcelis (ACLS) in Q4 2018, closing a stake of 6,185 shares — an estimated $110K sold.

Mount Yale Investment Advisors first reported a position in ACLS in Q1 2018 and held it in 3 quarters. The position peaked at $143K in Q1 2018. 140 funds tracked by Wall St. Rank hold ACLS as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Axcelis position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,185 Axcelis shares in Q4 2018, an estimated $110K.
  • Mount Yale Investment Advisors first reported a position in Axcelis in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Axcelis position peaked at $143K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held Axcelis as of Q4 2018.

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