MYIA
MKSI icon

Mount Yale Investment Advisors’s MKS Inc MKSI Stock Holding History

Mount Yale Investment Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,184
Closed -$90K – 587
2018
Q3 		$90K Sell
1,184
-3,905
-77% -$357K 0.02% 471
2018
Q2 		$487K Sell
5,089
-11
-0.2% -$1.2K 0.09% 179
2018
Q1 		$590K Buy
+5,100
New +$560K 0.13% 147

Other funds holding MKSI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 1,184 shares — an estimated $90K sold.

Mount Yale Investment Advisors first reported a position in MKSI in Q1 2018 and held it in 3 quarters. The position peaked at $590K in Q1 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,184 MKS Inc shares in Q4 2018, an estimated $90K.
  • Mount Yale Investment Advisors first reported a position in MKS Inc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's MKS Inc position peaked at $590K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

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