MYIA
EDR

Mount Yale Investment Advisors’s Education Realty Trust Inc EDR Stock Holding History

Mount Yale Investment Advisors’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-509
Closed -$21K – 1040
2018
Q2 		$21K Buy
509
+240
+89% +$8.55K ﹤0.01% 788
2018
Q1 		$9K Buy
+269
New +$8.7K ﹤0.01% 871

Mount Yale Investment Advisors's EDR Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Education Realty Trust Inc (EDR) in Q3 2018, closing a stake of 509 shares — an estimated $21K sold.

Mount Yale Investment Advisors first reported a position in EDR in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 0 funds tracked by Wall St. Rank hold EDR as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Education Realty Trust Inc position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 509 Education Realty Trust Inc shares in Q3 2018, an estimated $21K.
  • Mount Yale Investment Advisors first reported a position in Education Realty Trust Inc in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Education Realty Trust Inc position peaked at $21K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.