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Mount Yale Investment Advisors’s Argan AGX Stock Holding History

Mount Yale Investment Advisors’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-338
Closed -$15K – 324
2018
Q3 		$15K Sell
338
-83
-20% -$3.36K ﹤0.01% 819
2018
Q2 		$17K Sell
421
-314
-43% -$12.2K ﹤0.01% 823
2018
Q1 		$32K Buy
+735
New +$30.9K 0.01% 697

Other funds holding AGX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Argan (AGX) in Q4 2018, closing a stake of 338 shares — an estimated $15K sold.

Mount Yale Investment Advisors first reported a position in AGX in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q1 2018. 133 funds tracked by Wall St. Rank hold AGX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Argan position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 338 Argan shares in Q4 2018, an estimated $15K.
  • Mount Yale Investment Advisors first reported a position in Argan in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Argan position peaked at $32K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Argan as of Q4 2018.

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