MYIA
CTO icon

Mount Yale Investment Advisors’s CTO Realty Growth CTO Stock Holding History

Mount Yale Investment Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,244
Closed -$100K – 420
2018
Q3 		$100K Buy
6,244
+210
+3% +$3.55K 0.02% 445
2018
Q2 		$101K Sell
6,034
-78
-1% -$1.29K 0.02% 454
2018
Q1 		$104K Buy
+6,112
New +$108K 0.02% 438

Other funds holding CTO

WA
Wintergreen Advisers Mount Olive, New Jersey $99.5M AUM 5.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of CTO Realty Growth (CTO) in Q4 2018, closing a stake of 6,244 shares — an estimated $100K sold.

Mount Yale Investment Advisors first reported a position in CTO in Q1 2018 and held it in 3 quarters. The position peaked at $104K in Q1 2018. 80 funds tracked by Wall St. Rank hold CTO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining CTO Realty Growth position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,244 CTO Realty Growth shares in Q4 2018, an estimated $100K.
  • Mount Yale Investment Advisors first reported a position in CTO Realty Growth in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's CTO Realty Growth position peaked at $104K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2018.

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