MYIA
CUK

Mount Yale Investment Advisors’s Carnival PLC CUK Stock Holding History

Mount Yale Investment Advisors’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,924
Closed -$126K – 955
2018
Q1 		$126K Buy
+1,924
New +$131K 0.03% 387

Other funds holding CUK

Goldman Sachs
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Mount Yale Investment Advisors's CUK Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Carnival PLC (CUK) in Q2 2018, closing a stake of 1,924 shares — an estimated $126K sold.

Mount Yale Investment Advisors first reported a position in CUK in Q1 2018 and held it in 1 quarter. The position peaked at $126K in Q1 2018. 133 funds tracked by Wall St. Rank hold CUK as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Carnival PLC position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,924 Carnival PLC shares in Q2 2018, an estimated $126K.
  • Mount Yale Investment Advisors first reported a position in Carnival PLC in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Carnival PLC position peaked at $126K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.