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Mount Yale Investment Advisors’s Cirrus Logic CRUS Stock Holding History

Mount Yale Investment Advisors’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41
Closed -$2K – 417
2018
Q3 		$2K Hold
41
– – ﹤0.01% 900
2018
Q2 		$2K Hold
41
– – ﹤0.01% 920
2018
Q1 		$2K Buy
+41
New +$1.9K ﹤0.01% 914

Other funds holding CRUS

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Cirrus Logic (CRUS) in Q4 2018, closing a stake of 41 shares — an estimated $2K sold.

Mount Yale Investment Advisors first reported a position in CRUS in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 259 funds tracked by Wall St. Rank hold CRUS as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cirrus Logic position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 41 Cirrus Logic shares in Q4 2018, an estimated $2K.
  • Mount Yale Investment Advisors first reported a position in Cirrus Logic in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Cirrus Logic position peaked at $2K in Q3 2018.
  • 259 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2018.

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