MYIA
CEO

Mount Yale Investment Advisors’s CNOOC Limited CEO Stock Holding History

Mount Yale Investment Advisors’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,319
Closed -$955K – 943
2018
Q3 		$955K Buy
5,319
+75
+1% +$12.7K 0.17% 115
2018
Q2 		$898K Buy
5,244
+507
+11% +$84.3K 0.17% 120
2018
Q1 		$700K Buy
+4,737
New +$711K 0.15% 133

Other funds holding CEO

HL
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Wellington Management Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of CNOOC Limited (CEO) in Q4 2018, closing a stake of 5,319 shares — an estimated $955K sold.

Mount Yale Investment Advisors first reported a position in CEO in Q1 2018 and held it in 3 quarters. The position peaked at $955K in Q3 2018. 209 funds tracked by Wall St. Rank hold CEO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining CNOOC Limited position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,319 CNOOC Limited shares in Q4 2018, an estimated $955K.
  • Mount Yale Investment Advisors first reported a position in CNOOC Limited in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's CNOOC Limited position peaked at $955K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held CNOOC Limited as of Q4 2018.

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