MYIA
CLGX

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

Mount Yale Investment Advisors’s Portfolio CLGX Stock Details CLGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-430
Closed -$17K – 878
2018
Q3 		$17K Buy
430
+46
+12% +$2.34K ﹤0.01% 813
2018
Q2 		$20K Buy
384
+172
+81% +$8.64K ﹤0.01% 797
2018
Q1 		$10K Buy
+212
New +$9.76K ﹤0.01% 849

Other funds holding CLGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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 CLGX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Corelogic, Inc. (CLGX) in Q4 2018, closing a stake of 430 shares — an estimated $17K sold.

Mount Yale Investment Advisors first reported a position in CLGX in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 237 funds tracked by Wall St. Rank hold CLGX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Corelogic, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 430 Corelogic, Inc. shares in Q4 2018, an estimated $17K.
  • Mount Yale Investment Advisors first reported a position in Corelogic, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Corelogic, Inc. position peaked at $20K in Q2 2018.
  • 237 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q4 2018.

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