MYIA
DNKN

Mount Yale Investment Advisors’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Mount Yale Investment Advisors’s Portfolio DNKN Stock Details DNKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17
Closed -$1K – 889
2018
Q3 		$1K Sell
17
-268
-94% -$19.4K ﹤0.01% 933
2018
Q2 		$20K Buy
285
+138
+94% +$8.88K ﹤0.01% 798
2018
Q1 		$9K Buy
+147
New +$9.12K ﹤0.01% 868

Other funds holding DNKN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2018, closing a stake of 17 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in DNKN in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 415 funds tracked by Wall St. Rank hold DNKN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 17 Dunkin' Brands Group, Inc. shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in Dunkin' Brands Group, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Dunkin' Brands Group, Inc. position peaked at $20K in Q2 2018.
  • 415 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2018.

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