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Mount Yale Investment Advisors’s Carter's CRI Stock Holding History

Mount Yale Investment Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,874
Closed -$420K – 949
2018
Q2 		$420K Buy
3,874
+5
+0.1% +$538 0.08% 201
2018
Q1 		$403K Buy
+3,869
New +$450K 0.09% 210

Other funds holding CRI

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mount Yale Investment Advisors's CRI Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Carter's (CRI) in Q3 2018, closing a stake of 3,874 shares — an estimated $420K sold.

Mount Yale Investment Advisors first reported a position in CRI in Q1 2018 and held it in 2 quarters. The position peaked at $420K in Q2 2018. 332 funds tracked by Wall St. Rank hold CRI as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Carter's position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,874 Carter's shares in Q3 2018, an estimated $420K.
  • Mount Yale Investment Advisors first reported a position in Carter's in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Carter's position peaked at $420K in Q2 2018.
  • 332 funds tracked by Wall St. Rank held Carter's as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.