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Mount Yale Investment Advisors’s Knowles KN Stock Holding History

Mount Yale Investment Advisors’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,066
Closed -$17K – 550
2018
Q3 		$17K Sell
1,066
-289
-21% -$4.86K ﹤0.01% 811
2018
Q2 		$21K Hold
1,355
– – ﹤0.01% 781
2018
Q1 		$17K Buy
+1,355
New +$19.7K ﹤0.01% 795

Other funds holding KN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Knowles (KN) in Q4 2018, closing a stake of 1,066 shares — an estimated $17K sold.

Mount Yale Investment Advisors first reported a position in KN in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 269 funds tracked by Wall St. Rank hold KN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Knowles position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,066 Knowles shares in Q4 2018, an estimated $17K.
  • Mount Yale Investment Advisors first reported a position in Knowles in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Knowles position peaked at $21K in Q2 2018.
  • 269 funds tracked by Wall St. Rank held Knowles as of Q4 2018.

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