Mount Yale Investment Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Mount Yale Investment Advisors’s Portfolio AY Stock Details AY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,564	Closed	-$249K	–	384
2020 Q2	$249K	Sell	8,564 -691	-7%	-$17.4K	0.04%	280
2020 Q1	$206K	Sell	9,255 -1,334	-13%	-$36K	0.05%	269
2019 Q4	$304K	Sell	10,589 -466	-4%	-$11.6K	0.05%	276
2019 Q3	$276K	Sell	11,055 -350	-3%	-$8.25K	0.05%	272
2019 Q2	$264K	Buy	+11,405	New	+$241K	0.05%	274
2018 Q2	–	Sell	-4,340	Closed	-$85K	–	1018
2018 Q1	$85K	Buy	+4,340	New	+$88.1K	0.02%	504

Other funds holding AY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Mount Yale Investment Advisors's AY Position: Q3 2020 in Review

Mount Yale Investment Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2020, closing a stake of 8,564 shares — an estimated $249K sold.

Mount Yale Investment Advisors first reported a position in AY in Q1 2018 and held it in 6 quarters. The position peaked at $304K in Q4 2019. 154 funds tracked by Wall St. Rank hold AY as of Q3 2020.

Mount Yale Investment Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,564 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2020, an estimated $249K.
Mount Yale Investment Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $304K in Q4 2019.
154 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.