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Mount Yale Investment Advisors’s Designer Brands DBI Stock Holding History

Mount Yale Investment Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-792
Closed -$18K – 956
2018
Q1 		$18K Buy
+792
New +$16.3K ﹤0.01% 787

Other funds holding DBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Designer Brands (DBI) in Q2 2018, closing a stake of 792 shares — an estimated $18K sold.

Mount Yale Investment Advisors first reported a position in DBI in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 259 funds tracked by Wall St. Rank hold DBI as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Designer Brands position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 792 Designer Brands shares in Q2 2018, an estimated $18K.
  • Mount Yale Investment Advisors first reported a position in Designer Brands in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Designer Brands position peaked at $18K in Q1 2018.
  • 259 funds tracked by Wall St. Rank held Designer Brands as of Q2 2018.

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