Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Forum Energy Technologies FET Stock Holding History

Mount Yale Investment Advisors’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-61
Closed -$15K – 960
2018
Q2 		$15K Hold
61
– – ﹤0.01% 840
2018
Q1 		$13K Buy
+61
New +$17K ﹤0.01% 825

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Forum Energy Technologies (FET) in Q3 2018, closing a stake of 61 shares — an estimated $15K sold.

Mount Yale Investment Advisors first reported a position in FET in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 142 funds tracked by Wall St. Rank hold FET as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Forum Energy Technologies position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 61 Forum Energy Technologies shares in Q3 2018, an estimated $15K.
  • Mount Yale Investment Advisors first reported a position in Forum Energy Technologies in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Forum Energy Technologies position peaked at $15K in Q2 2018.
  • 142 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2018.

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