MYIA
EPAY

Mount Yale Investment Advisors’s Bottomline Technologies Inc EPAY Stock Holding History

Mount Yale Investment Advisors’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,230
Closed -$147K – 857
2018
Q3 		$147K Sell
2,230
-885
-28% -$54.1K 0.03% 336
2018
Q2 		$155K Sell
3,115
-409
-12% -$18.2K 0.03% 341
2018
Q1 		$137K Buy
+3,524
New +$131K 0.03% 367

Other funds holding EPAY

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Bottomline Technologies Inc (EPAY) in Q4 2018, closing a stake of 2,230 shares — an estimated $147K sold.

Mount Yale Investment Advisors first reported a position in EPAY in Q1 2018 and held it in 3 quarters. The position peaked at $155K in Q2 2018. 243 funds tracked by Wall St. Rank hold EPAY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Bottomline Technologies Inc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,230 Bottomline Technologies Inc shares in Q4 2018, an estimated $147K.
  • Mount Yale Investment Advisors first reported a position in Bottomline Technologies Inc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Bottomline Technologies Inc position peaked at $155K in Q2 2018.
  • 243 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q4 2018.

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