Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Arcos Dorados Holdings ARCO Stock Holding History

Mount Yale Investment Advisors’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,238
Closed -$29K – 949
2018
Q1 		$29K Buy
+3,238
New +$30.4K 0.01% 713

Other funds holding ARCO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Teachers Advisors
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TIAA CREF Investment Management
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CG
Compass Group New York $2.95M AUM 52.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's ARCO Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Arcos Dorados Holdings (ARCO) in Q2 2018, closing a stake of 3,238 shares — an estimated $29K sold.

Mount Yale Investment Advisors first reported a position in ARCO in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 105 funds tracked by Wall St. Rank hold ARCO as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Arcos Dorados Holdings position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,238 Arcos Dorados Holdings shares in Q2 2018, an estimated $29K.
  • Mount Yale Investment Advisors first reported a position in Arcos Dorados Holdings in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Arcos Dorados Holdings position peaked at $29K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.