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Mount Yale Investment Advisors’s Orthofix Medical OFIX Stock Holding History

Mount Yale Investment Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-387
Closed -$24K – 627
2018
Q3 		$24K Buy
+387
New +$21.7K ﹤0.01% 745

Other funds holding OFIX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Orthofix Medical (OFIX) in Q4 2018, closing a stake of 387 shares — an estimated $24K sold.

Mount Yale Investment Advisors first reported a position in OFIX in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 171 funds tracked by Wall St. Rank hold OFIX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Orthofix Medical position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 387 Orthofix Medical shares in Q4 2018, an estimated $24K.
  • Mount Yale Investment Advisors first reported a position in Orthofix Medical in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Orthofix Medical position peaked at $24K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2018.

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