MYIA
LPNT

Mount Yale Investment Advisors’s LifePoint Health, Inc. LPNT Stock Holding History

Mount Yale Investment Advisors’s Portfolio LPNT Stock Details LPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-369
Closed -$18K – 1050
2018
Q2 		$18K Buy
369
+167
+83% +$8.64K ﹤0.01% 822
2018
Q1 		$9K Buy
+202
New +$9.72K ﹤0.01% 873

Other funds holding LPNT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's LPNT Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of LifePoint Health, Inc. (LPNT) in Q3 2018, closing a stake of 369 shares — an estimated $18K sold.

Mount Yale Investment Advisors first reported a position in LPNT in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 223 funds tracked by Wall St. Rank hold LPNT as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining LifePoint Health, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 369 LifePoint Health, Inc. shares in Q3 2018, an estimated $18K.
  • Mount Yale Investment Advisors first reported a position in LifePoint Health, Inc. in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's LifePoint Health, Inc. position peaked at $18K in Q2 2018.
  • 223 funds tracked by Wall St. Rank held LifePoint Health, Inc. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.