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Mount Yale Investment Advisors’s AdvanSix ASIX Stock Holding History

Mount Yale Investment Advisors’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,784
Closed -$80K – 349
2018
Q3 		$80K Buy
2,784
+239
+9% +$8.58K 0.01% 507
2018
Q2 		$93K Buy
2,545
+30
+1% +$1.13K 0.02% 485
2018
Q1 		$87K Buy
+2,515
New +$99.1K 0.02% 495

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of AdvanSix (ASIX) in Q4 2018, closing a stake of 2,784 shares — an estimated $80K sold.

Mount Yale Investment Advisors first reported a position in ASIX in Q1 2018 and held it in 3 quarters. The position peaked at $93K in Q2 2018. 354 funds tracked by Wall St. Rank hold ASIX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining AdvanSix position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,784 AdvanSix shares in Q4 2018, an estimated $80K.
  • Mount Yale Investment Advisors first reported a position in AdvanSix in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's AdvanSix position peaked at $93K in Q2 2018.
  • 354 funds tracked by Wall St. Rank held AdvanSix as of Q4 2018.

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