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Mount Yale Investment Advisors’s Avnet AVT Stock Holding History

Mount Yale Investment Advisors’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,230
Closed -$53K – 942
2018
Q2 		$53K Sell
1,230
-1
-0.1% -$41 0.01% 612
2018
Q1 		$51K Buy
+1,231
New +$52.1K 0.01% 611

Other funds holding AVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mount Yale Investment Advisors's AVT Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Avnet (AVT) in Q3 2018, closing a stake of 1,230 shares — an estimated $53K sold.

Mount Yale Investment Advisors first reported a position in AVT in Q1 2018 and held it in 2 quarters. The position peaked at $53K in Q2 2018. 377 funds tracked by Wall St. Rank hold AVT as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Avnet position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,230 Avnet shares in Q3 2018, an estimated $53K.
  • Mount Yale Investment Advisors first reported a position in Avnet in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Avnet position peaked at $53K in Q2 2018.
  • 377 funds tracked by Wall St. Rank held Avnet as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.