MYIA
CA

Mount Yale Investment Advisors’s CA, Inc. CA Stock Holding History

Mount Yale Investment Advisors’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,341
Closed -$83K – 1047
2018
Q2 		$83K Hold
2,341
– – 0.02% 524
2018
Q1 		$79K Buy
+2,341
New +$81.4K 0.02% 522

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of CA, Inc. (CA) in Q3 2018, closing a stake of 2,341 shares — an estimated $83K sold.

Mount Yale Investment Advisors first reported a position in CA in Q1 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2018. 530 funds tracked by Wall St. Rank hold CA as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining CA, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,341 CA, Inc. shares in Q3 2018, an estimated $83K.
  • Mount Yale Investment Advisors first reported a position in CA, Inc. in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's CA, Inc. position peaked at $83K in Q2 2018.
  • 530 funds tracked by Wall St. Rank held CA, Inc. as of Q3 2018.

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