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Mount Yale Investment Advisors’s Cemex CX Stock Holding History

Mount Yale Investment Advisors’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,201
Closed -$63K – 424
2018
Q3 		$63K Sell
11,201
-10
-0.1% -$70 0.01% 561
2018
Q2 		$74K Buy
11,211
+42
+0.4% +$266 0.01% 549
2018
Q1 		$74K Buy
+11,169
New +$83.6K 0.02% 536

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Cemex (CX) in Q4 2018, closing a stake of 11,201 shares — an estimated $63K sold.

Mount Yale Investment Advisors first reported a position in CX in Q1 2018 and held it in 3 quarters. The position peaked at $74K in Q2 2018. 277 funds tracked by Wall St. Rank hold CX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cemex position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,201 Cemex shares in Q4 2018, an estimated $63K.
  • Mount Yale Investment Advisors first reported a position in Cemex in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Cemex position peaked at $74K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held Cemex as of Q4 2018.

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