MYIA
JWN

Mount Yale Investment Advisors’s Nordstrom JWN Stock Holding History

Mount Yale Investment Advisors’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,148
Closed -$276K – 540
2018
Q3 		$276K Buy
4,148
+738
+22% +$42.3K 0.05% 268
2018
Q2 		$177K Buy
3,410
+222
+7% +$11K 0.03% 315
2018
Q1 		$154K Buy
+3,188
New +$159K 0.03% 331

Other funds holding JWN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Nordstrom (JWN) in Q4 2018, closing a stake of 4,148 shares — an estimated $276K sold.

Mount Yale Investment Advisors first reported a position in JWN in Q1 2018 and held it in 3 quarters. The position peaked at $276K in Q3 2018. 565 funds tracked by Wall St. Rank hold JWN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Nordstrom position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,148 Nordstrom shares in Q4 2018, an estimated $276K.
  • Mount Yale Investment Advisors first reported a position in Nordstrom in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Nordstrom position peaked at $276K in Q3 2018.
  • 565 funds tracked by Wall St. Rank held Nordstrom as of Q4 2018.

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