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Mount Yale Investment Advisors’s Bank OZK OZK Stock Holding History

Mount Yale Investment Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,750
Closed -$102K – 637
2018
Q3 		$102K Hold
3,750
– – 0.02% 437
2018
Q2 		$169K Hold
3,750
– – 0.03% 323
2018
Q1 		$181K Buy
+3,750
New +$190K 0.04% 307

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 3,750 shares — an estimated $102K sold.

Mount Yale Investment Advisors first reported a position in OZK in Q1 2018 and held it in 3 quarters. The position peaked at $181K in Q1 2018. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,750 Bank OZK shares in Q4 2018, an estimated $102K.
  • Mount Yale Investment Advisors first reported a position in Bank OZK in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Bank OZK position peaked at $181K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

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