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Mount Yale Investment Advisors’s Axogen AXGN Stock Holding History

Mount Yale Investment Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-460
Closed -$17K – 356
2018
Q3 		$17K Buy
+460
New +$20.1K ﹤0.01% 809

Other funds holding AXGN

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Axogen (AXGN) in Q4 2018, closing a stake of 460 shares — an estimated $17K sold.

Mount Yale Investment Advisors first reported a position in AXGN in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 146 funds tracked by Wall St. Rank hold AXGN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Axogen position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 460 Axogen shares in Q4 2018, an estimated $17K.
  • Mount Yale Investment Advisors first reported a position in Axogen in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Axogen position peaked at $17K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Axogen as of Q4 2018.

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