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Mount Yale Investment Advisors’s Chefs' Warehouse CHEF Stock Holding History

Mount Yale Investment Advisors’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,059
Closed -$112K – 398
2018
Q3 		$112K Sell
3,059
-115
-4% -$3.55K 0.02% 403
2018
Q2 		$90K Sell
3,174
-256
-7% -$6.71K 0.02% 494
2018
Q1 		$79K Buy
+3,430
New +$73.8K 0.02% 519

Other funds holding CHEF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2018, closing a stake of 3,059 shares — an estimated $112K sold.

Mount Yale Investment Advisors first reported a position in CHEF in Q1 2018 and held it in 3 quarters. The position peaked at $112K in Q3 2018. 170 funds tracked by Wall St. Rank hold CHEF as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Chefs' Warehouse position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,059 Chefs' Warehouse shares in Q4 2018, an estimated $112K.
  • Mount Yale Investment Advisors first reported a position in Chefs' Warehouse in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Chefs' Warehouse position peaked at $112K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2018.

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