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Mount Yale Investment Advisors’s Corcept Therapeutics CORT Stock Holding History

Mount Yale Investment Advisors’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,824
Closed -$108K – 410
2018
Q3 		$108K Buy
7,824
+2,298
+42% +$32.1K 0.02% 418
2018
Q2 		$87K Hold
5,526
– – 0.02% 506
2018
Q1 		$91K Buy
+5,526
New +$102K 0.02% 487

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Corcept Therapeutics (CORT) in Q4 2018, closing a stake of 7,824 shares — an estimated $108K sold.

Mount Yale Investment Advisors first reported a position in CORT in Q1 2018 and held it in 3 quarters. The position peaked at $108K in Q3 2018. 222 funds tracked by Wall St. Rank hold CORT as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Corcept Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,824 Corcept Therapeutics shares in Q4 2018, an estimated $108K.
  • Mount Yale Investment Advisors first reported a position in Corcept Therapeutics in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Corcept Therapeutics position peaked at $108K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q4 2018.

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