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Mount Yale Investment Advisors’s Korn Ferry KFY Stock Holding History

Mount Yale Investment Advisors’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-659
Closed -$32K – 545
2018
Q3 		$32K Buy
659
+279
+73% +$17.2K 0.01% 692
2018
Q2 		$24K Buy
+380
New +$21.4K ﹤0.01% 757

Other funds holding KFY

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Korn Ferry (KFY) in Q4 2018, closing a stake of 659 shares — an estimated $32K sold.

Mount Yale Investment Advisors first reported a position in KFY in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 271 funds tracked by Wall St. Rank hold KFY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Korn Ferry position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 659 Korn Ferry shares in Q4 2018, an estimated $32K.
  • Mount Yale Investment Advisors first reported a position in Korn Ferry in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Korn Ferry position peaked at $32K in Q3 2018.
  • 271 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2018.

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