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Mount Yale Investment Advisors’s Kforce KFRC Stock Holding History

Mount Yale Investment Advisors’s Portfolio KFRC Stock Details KFRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,733
Closed -$157K – 544
2018
Q3 		$157K Buy
4,733
+299
+7% +$11.8K 0.03% 324
2018
Q2 		$152K Sell
4,434
-73
-2% -$2.3K 0.03% 349
2018
Q1 		$122K Buy
+4,507
New +$121K 0.03% 394

Other funds holding KFRC

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Kforce (KFRC) in Q4 2018, closing a stake of 4,733 shares — an estimated $157K sold.

Mount Yale Investment Advisors first reported a position in KFRC in Q1 2018 and held it in 3 quarters. The position peaked at $157K in Q3 2018. 182 funds tracked by Wall St. Rank hold KFRC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Kforce position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,733 Kforce shares in Q4 2018, an estimated $157K.
  • Mount Yale Investment Advisors first reported a position in Kforce in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Kforce position peaked at $157K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Kforce as of Q4 2018.

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