MYIA
FOE

Mount Yale Investment Advisors’s Ferro Corporation FOE Stock Holding History

Mount Yale Investment Advisors’s Portfolio FOE Stock Details FOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,767
Closed -$89K – 858
2018
Q3 		$89K Buy
4,767
+461
+11% +$10.2K 0.02% 477
2018
Q2 		$90K Hold
4,306
– – 0.02% 498
2018
Q1 		$100K Buy
+4,306
New +$99.8K 0.02% 453

Other funds holding FOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Ferro Corporation (FOE) in Q4 2018, closing a stake of 4,767 shares — an estimated $89K sold.

Mount Yale Investment Advisors first reported a position in FOE in Q1 2018 and held it in 3 quarters. The position peaked at $100K in Q1 2018. 184 funds tracked by Wall St. Rank hold FOE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Ferro Corporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,767 Ferro Corporation shares in Q4 2018, an estimated $89K.
  • Mount Yale Investment Advisors first reported a position in Ferro Corporation in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Ferro Corporation position peaked at $100K in Q1 2018.
  • 184 funds tracked by Wall St. Rank held Ferro Corporation as of Q4 2018.

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