Mount Yale Investment Advisors
NEWR

Mount Yale Investment Advisors’s New Relic, Inc. NEWR Stock Holding History

Mount Yale Investment Advisors’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-260
Closed -$25K – 829
2018
Q3 		$25K Buy
+260
New +$26.9K ﹤0.01% 740

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of New Relic, Inc. (NEWR) in Q4 2018, closing a stake of 260 shares — an estimated $25K sold.

Mount Yale Investment Advisors first reported a position in NEWR in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 293 funds tracked by Wall St. Rank hold NEWR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining New Relic, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 260 New Relic, Inc. shares in Q4 2018, an estimated $25K.
  • Mount Yale Investment Advisors first reported a position in New Relic, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's New Relic, Inc. position peaked at $25K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2018.

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