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Mount Yale Investment Advisors’s Adeia ADEA Stock Holding History

Mount Yale Investment Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-147
Closed -$1K – 316
2018
Q3 		$1K Sell
147
-1,293
-90% -$5.5K ﹤0.01% 915
2018
Q2 		$6K Sell
1,440
-1,365
-49% -$7.37K ﹤0.01% 893
2018
Q1 		$16K Buy
+2,805
New +$16.7K ﹤0.01% 803

Other funds holding ADEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Adeia (ADEA) in Q4 2018, closing a stake of 147 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in ADEA in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 169 funds tracked by Wall St. Rank hold ADEA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Adeia position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 147 Adeia shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in Adeia in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Adeia position peaked at $16K in Q1 2018.
  • 169 funds tracked by Wall St. Rank held Adeia as of Q4 2018.

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