Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Atara Biotherapeutics ATRA Stock Holding History

Mount Yale Investment Advisors’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4
Closed -$4K – 350
2018
Q3 		$4K Hold
4
– – ﹤0.01% 888
2018
Q2 		$4K Buy
+4
New +$4.3K ﹤0.01% 903

Other funds holding ATRA

Baupost Group
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BM
Bridger Management New York $150M AUM 17.71% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Atara Biotherapeutics (ATRA) in Q4 2018, closing a stake of 4 shares — an estimated $4K sold.

Mount Yale Investment Advisors first reported a position in ATRA in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 121 funds tracked by Wall St. Rank hold ATRA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Atara Biotherapeutics position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4 Atara Biotherapeutics shares in Q4 2018, an estimated $4K.
  • Mount Yale Investment Advisors first reported a position in Atara Biotherapeutics in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Atara Biotherapeutics position peaked at $4K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q4 2018.

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