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Mount Yale Investment Advisors’s Gentex GNTX Stock Holding History

Mount Yale Investment Advisors’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,700
Closed -$37K – 497
2018
Q3 		$37K Hold
1,700
– – 0.01% 664
2018
Q2 		$39K Hold
1,700
– – 0.01% 676
2018
Q1 		$39K Buy
+1,700
New +$38.7K 0.01% 666

Other funds holding GNTX

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Gentex (GNTX) in Q4 2018, closing a stake of 1,700 shares — an estimated $37K sold.

Mount Yale Investment Advisors first reported a position in GNTX in Q1 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2018. 451 funds tracked by Wall St. Rank hold GNTX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Gentex position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,700 Gentex shares in Q4 2018, an estimated $37K.
  • Mount Yale Investment Advisors first reported a position in Gentex in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Gentex position peaked at $39K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Gentex as of Q4 2018.

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