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Mount Yale Investment Advisors’s Eagle Bancorp EGBN Stock Holding History

Mount Yale Investment Advisors’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,695
Closed -$134K – 445
2018
Q3 		$134K Buy
2,695
+203
+8% +$11.3K 0.02% 356
2018
Q2 		$153K Sell
2,492
-40
-2% -$2.43K 0.03% 345
2018
Q1 		$152K Buy
+2,532
New +$157K 0.03% 335

Other funds holding EGBN

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Eagle Bancorp (EGBN) in Q4 2018, closing a stake of 2,695 shares — an estimated $134K sold.

Mount Yale Investment Advisors first reported a position in EGBN in Q1 2018 and held it in 3 quarters. The position peaked at $153K in Q2 2018. 190 funds tracked by Wall St. Rank hold EGBN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Eagle Bancorp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,695 Eagle Bancorp shares in Q4 2018, an estimated $134K.
  • Mount Yale Investment Advisors first reported a position in Eagle Bancorp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Eagle Bancorp position peaked at $153K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Eagle Bancorp as of Q4 2018.

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