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Mount Yale Investment Advisors’s Artisan Partners APAM Stock Holding History

Mount Yale Investment Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-58
Closed -$2K – 343
2018
Q3 		$2K Hold
58
– – ﹤0.01% 897
2018
Q2 		$2K Sell
58
-1,025
-95% -$33.3K ﹤0.01% 919
2018
Q1 		$36K Buy
+1,083
New +$39.1K 0.01% 680

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Artisan Partners (APAM) in Q4 2018, closing a stake of 58 shares — an estimated $2K sold.

Mount Yale Investment Advisors first reported a position in APAM in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q1 2018. 198 funds tracked by Wall St. Rank hold APAM as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Artisan Partners position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 58 Artisan Partners shares in Q4 2018, an estimated $2K.
  • Mount Yale Investment Advisors first reported a position in Artisan Partners in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Artisan Partners position peaked at $36K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2018.

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