MYIA
PGTI

Mount Yale Investment Advisors’s PGT, Inc. PGTI Stock Holding History

Mount Yale Investment Advisors’s Portfolio PGTI Stock Details PGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,525
Closed -$32K – 826
2018
Q3 		$32K Buy
+1,525
New +$35.6K 0.01% 694

Other funds holding PGTI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of PGT, Inc. (PGTI) in Q4 2018, closing a stake of 1,525 shares — an estimated $32K sold.

Mount Yale Investment Advisors first reported a position in PGTI in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 226 funds tracked by Wall St. Rank hold PGTI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining PGT, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,525 PGT, Inc. shares in Q4 2018, an estimated $32K.
  • Mount Yale Investment Advisors first reported a position in PGT, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PGT, Inc. position peaked at $32K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held PGT, Inc. as of Q4 2018.

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