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Mount Yale Investment Advisors’s KVH Industries KVHI Stock Holding History

Mount Yale Investment Advisors’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,205
Closed -$14K – 551
2018
Q3 		$14K Buy
1,205
+184
+18% +$2.32K ﹤0.01% 827
2018
Q2 		$14K Hold
1,021
– – ﹤0.01% 848
2018
Q1 		$11K Buy
+1,021
New +$10.9K ﹤0.01% 838

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of KVH Industries (KVHI) in Q4 2018, closing a stake of 1,205 shares — an estimated $14K sold.

Mount Yale Investment Advisors first reported a position in KVHI in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 67 funds tracked by Wall St. Rank hold KVHI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining KVH Industries position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,205 KVH Industries shares in Q4 2018, an estimated $14K.
  • Mount Yale Investment Advisors first reported a position in KVH Industries in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's KVH Industries position peaked at $14K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held KVH Industries as of Q4 2018.

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