MYIA
ATSG

Mount Yale Investment Advisors’s Air Transport Services Group ATSG Stock Holding History

Mount Yale Investment Advisors’s Portfolio ATSG Stock Details ATSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,925
Closed -$92K – 1017
2018
Q1 		$92K Buy
+3,925
New +$96.3K 0.02% 485

Other funds holding ATSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Air Transport Services Group (ATSG) in Q2 2018, closing a stake of 3,925 shares — an estimated $92K sold.

Mount Yale Investment Advisors first reported a position in ATSG in Q1 2018 and held it in 1 quarter. The position peaked at $92K in Q1 2018. 161 funds tracked by Wall St. Rank hold ATSG as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Air Transport Services Group position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,925 Air Transport Services Group shares in Q2 2018, an estimated $92K.
  • Mount Yale Investment Advisors first reported a position in Air Transport Services Group in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Air Transport Services Group position peaked at $92K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Air Transport Services Group as of Q2 2018.

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