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Mount Yale Investment Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Mount Yale Investment Advisors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-72
Closed -$20K – 367
2018
Q3 		$20K Sell
72
-13
-15% -$4.04K ﹤0.01% 778
2018
Q2 		$25K Hold
85
– – ﹤0.01% 749
2018
Q1 		$21K Buy
+85
New +$21.6K ﹤0.01% 757

Other funds holding BIO

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2018, closing a stake of 72 shares — an estimated $20K sold.

Mount Yale Investment Advisors first reported a position in BIO in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q2 2018. 328 funds tracked by Wall St. Rank hold BIO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 72 Bio-Rad Laboratories Class A shares in Q4 2018, an estimated $20K.
  • Mount Yale Investment Advisors first reported a position in Bio-Rad Laboratories Class A in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Bio-Rad Laboratories Class A position peaked at $25K in Q2 2018.
  • 328 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2018.

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