Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s J&J Snack Foods JJSF Stock Holding History

Mount Yale Investment Advisors’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-133
Closed -$21K – 537
2018
Q3 		$21K Buy
+133
New +$19.8K ﹤0.01% 770
2018
Q2 		– Sell
-66
Closed -$9K – 977
2018
Q1 		$9K Buy
+66
New +$9.28K ﹤0.01% 856

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Neuberger Berman Group
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Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
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Mount Yale Investment Advisors's JJSF Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of J&J Snack Foods (JJSF) in Q4 2018, closing a stake of 133 shares — an estimated $21K sold.

Mount Yale Investment Advisors first reported a position in JJSF in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 214 funds tracked by Wall St. Rank hold JJSF as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining J&J Snack Foods position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 133 J&J Snack Foods shares in Q4 2018, an estimated $21K.
  • Mount Yale Investment Advisors first reported a position in J&J Snack Foods in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's J&J Snack Foods position peaked at $21K in Q3 2018.
  • 214 funds tracked by Wall St. Rank held J&J Snack Foods as of Q4 2018.

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