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Mount Yale Investment Advisors’s Essent Group ESNT Stock Holding History

Mount Yale Investment Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,825
Closed -$156K – 460
2018
Q3 		$156K Buy
3,825
+255
+7% +$10.5K 0.03% 327
2018
Q2 		$128K Sell
3,570
-83
-2% -$3.01K 0.02% 389
2018
Q1 		$155K Buy
+3,653
New +$166K 0.03% 328

Other funds holding ESNT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Essent Group (ESNT) in Q4 2018, closing a stake of 3,825 shares — an estimated $156K sold.

Mount Yale Investment Advisors first reported a position in ESNT in Q1 2018 and held it in 3 quarters. The position peaked at $156K in Q3 2018. 255 funds tracked by Wall St. Rank hold ESNT as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Essent Group position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,825 Essent Group shares in Q4 2018, an estimated $156K.
  • Mount Yale Investment Advisors first reported a position in Essent Group in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Essent Group position peaked at $156K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Essent Group as of Q4 2018.

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