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Mount Yale Investment Advisors’s Global Industrial GIC Stock Holding History

Mount Yale Investment Advisors’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-950
Closed -$27K – 491
2018
Q3 		$27K Buy
+950
New +$36K ﹤0.01% 720

Other funds holding GIC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Global Industrial (GIC) in Q4 2018, closing a stake of 950 shares — an estimated $27K sold.

Mount Yale Investment Advisors first reported a position in GIC in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 94 funds tracked by Wall St. Rank hold GIC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Global Industrial position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 950 Global Industrial shares in Q4 2018, an estimated $27K.
  • Mount Yale Investment Advisors first reported a position in Global Industrial in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Global Industrial position peaked at $27K in Q3 2018.
  • 94 funds tracked by Wall St. Rank held Global Industrial as of Q4 2018.

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