MYIA
CBM

Mount Yale Investment Advisors’s Cambrex Corporation CBM Stock Holding History

Mount Yale Investment Advisors’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-605
Closed -$34K – 910
2018
Q3 		$34K Sell
605
-67
-10% -$4.14K 0.01% 680
2018
Q2 		$35K Sell
672
-7,638
-92% -$381K 0.01% 702
2018
Q1 		$435K Buy
+8,310
New +$444K 0.09% 197

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Cambrex Corporation (CBM) in Q4 2018, closing a stake of 605 shares — an estimated $34K sold.

Mount Yale Investment Advisors first reported a position in CBM in Q1 2018 and held it in 3 quarters. The position peaked at $435K in Q1 2018. 244 funds tracked by Wall St. Rank hold CBM as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cambrex Corporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 605 Cambrex Corporation shares in Q4 2018, an estimated $34K.
  • Mount Yale Investment Advisors first reported a position in Cambrex Corporation in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Cambrex Corporation position peaked at $435K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Cambrex Corporation as of Q4 2018.

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