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Mount Yale Investment Advisors’s Marcus Corp MCS Stock Holding History

Mount Yale Investment Advisors’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,619
Closed -$108K – 578
2018
Q3 		$108K Sell
2,619
-1,031
-28% -$39.1K 0.02% 420
2018
Q2 		$119K Hold
3,650
– – 0.02% 406
2018
Q1 		$111K Buy
+3,650
New +$100K 0.02% 422

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Marcus Corp (MCS) in Q4 2018, closing a stake of 2,619 shares — an estimated $108K sold.

Mount Yale Investment Advisors first reported a position in MCS in Q1 2018 and held it in 3 quarters. The position peaked at $119K in Q2 2018. 204 funds tracked by Wall St. Rank hold MCS as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Marcus Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,619 Marcus Corp shares in Q4 2018, an estimated $108K.
  • Mount Yale Investment Advisors first reported a position in Marcus Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Marcus Corp position peaked at $119K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2018.

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