Mount Yale Investment Advisors’s Dean Foods Company DF Stock Holding History

Mount Yale Investment Advisors’s Portfolio DF Stock Details DF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$2K	–	912
2018 Q3	$2K	Hold	250	–	–	﹤0.01%	912
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	917
2018 Q1	$2K	Buy	+250	New	+$2.47K	﹤0.01%	919

Other funds holding DF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Dean Foods Company (DF) in Q4 2018, closing a stake of 250 shares — an estimated $2K sold.

Mount Yale Investment Advisors first reported a position in DF in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 213 funds tracked by Wall St. Rank hold DF as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Dean Foods Company position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 250 Dean Foods Company shares in Q4 2018, an estimated $2K.
Mount Yale Investment Advisors first reported a position in Dean Foods Company in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Dean Foods Company position peaked at $3K in Q2 2018.
213 funds tracked by Wall St. Rank held Dean Foods Company as of Q4 2018.

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