MYIA
BIG

Mount Yale Investment Advisors’s Big Lots, Inc. BIG Stock Holding History

Mount Yale Investment Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,803
Closed -$78K – 1019
2018
Q1 		$78K Buy
+1,803
New +$98.8K 0.02% 525

Other funds holding BIG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Big Lots, Inc. (BIG) in Q2 2018, closing a stake of 1,803 shares — an estimated $78K sold.

Mount Yale Investment Advisors first reported a position in BIG in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 282 funds tracked by Wall St. Rank hold BIG as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Big Lots, Inc. position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,803 Big Lots, Inc. shares in Q2 2018, an estimated $78K.
  • Mount Yale Investment Advisors first reported a position in Big Lots, Inc. in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Big Lots, Inc. position peaked at $78K in Q1 2018.
  • 282 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2018.

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