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Mount Yale Investment Advisors’s Mercury Systems MRCY Stock Holding History

Mount Yale Investment Advisors’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-801
Closed -$41K – 593
2018
Q3 		$41K Sell
801
-499
-38% -$24.2K 0.01% 642
2018
Q2 		$49K Buy
1,300
+528
+68% +$20.4K 0.01% 631
2018
Q1 		$37K Buy
+772
New +$36.8K 0.01% 677

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Mercury Systems (MRCY) in Q4 2018, closing a stake of 801 shares — an estimated $41K sold.

Mount Yale Investment Advisors first reported a position in MRCY in Q1 2018 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 201 funds tracked by Wall St. Rank hold MRCY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Mercury Systems position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 801 Mercury Systems shares in Q4 2018, an estimated $41K.
  • Mount Yale Investment Advisors first reported a position in Mercury Systems in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Mercury Systems position peaked at $49K in Q2 2018.
  • 201 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2018.

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