MYIA
DQ

Mount Yale Investment Advisors’s Daqo New Energy DQ Stock Holding History

Mount Yale Investment Advisors’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17,130
Closed -$168K – 960
2018
Q1 		$168K Buy
+17,130
New +$186K 0.04% 314

Other funds holding DQ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Daqo New Energy (DQ) in Q2 2018, closing a stake of 17,130 shares — an estimated $168K sold.

Mount Yale Investment Advisors first reported a position in DQ in Q1 2018 and held it in 1 quarter. The position peaked at $168K in Q1 2018. 70 funds tracked by Wall St. Rank hold DQ as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Daqo New Energy position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 17,130 Daqo New Energy shares in Q2 2018, an estimated $168K.
  • Mount Yale Investment Advisors first reported a position in Daqo New Energy in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Daqo New Energy position peaked at $168K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2018.

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