MYIA
MASI

Mount Yale Investment Advisors’s Masimo MASI Stock Holding History

Mount Yale Investment Advisors’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,151
Closed -$101K – 984
2018
Q1 		$101K Buy
+1,151
New +$100K 0.02% 446

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mount Yale Investment Advisors's MASI Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Masimo (MASI) in Q2 2018, closing a stake of 1,151 shares — an estimated $101K sold.

Mount Yale Investment Advisors first reported a position in MASI in Q1 2018 and held it in 1 quarter. The position peaked at $101K in Q1 2018. 339 funds tracked by Wall St. Rank hold MASI as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Masimo position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,151 Masimo shares in Q2 2018, an estimated $101K.
  • Mount Yale Investment Advisors first reported a position in Masimo in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Masimo position peaked at $101K in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Masimo as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.