MYIA
HA

Mount Yale Investment Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Mount Yale Investment Advisors’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-72
Closed -$3K – 814
2018
Q3 		$3K Hold
72
– – ﹤0.01% 894
2018
Q2 		$3K Hold
72
– – ﹤0.01% 914
2018
Q1 		$3K Buy
+72
New +$2.69K ﹤0.01% 910

Other funds holding HA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q4 2018, closing a stake of 72 shares — an estimated $3K sold.

Mount Yale Investment Advisors first reported a position in HA in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 226 funds tracked by Wall St. Rank hold HA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 72 Hawaiian Holdings, Inc. shares in Q4 2018, an estimated $3K.
  • Mount Yale Investment Advisors first reported a position in Hawaiian Holdings, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Hawaiian Holdings, Inc. position peaked at $3K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2018.

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