MYIA
DOD

Mount Yale Investment Advisors’s ELEMENTS "Dogs of the Dow" Total Return Index Note DOD Stock Holding History

Mount Yale Investment Advisors’s Portfolio DOD Stock Details DOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-930
Closed -$20K – 1045
2018
Q1 		$20K Buy
+930
New +$21.7K ﹤0.01% 773

Other funds holding DOD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of ELEMENTS "Dogs of the Dow" Total Return Index Note (DOD) in Q2 2018, closing a stake of 930 shares — an estimated $20K sold.

Mount Yale Investment Advisors first reported a position in DOD in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 17 funds tracked by Wall St. Rank hold DOD as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining ELEMENTS "Dogs of the Dow" Total Return Index Note position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 930 ELEMENTS "Dogs of the Dow" Total Return Index Note shares in Q2 2018, an estimated $20K.
  • Mount Yale Investment Advisors first reported a position in ELEMENTS "Dogs of the Dow" Total Return Index Note in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's ELEMENTS "Dogs of the Dow" Total Return Index Note position peaked at $20K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held ELEMENTS "Dogs of the Dow" Total Return Index Note as of Q2 2018.

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