Mount Yale Investment Advisors’s Party City Holdco Inc. PRTY Stock Holding History

Mount Yale Investment Advisors’s Portfolio PRTY Stock Details PRTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,481	Closed	-$25K	–	841
2018 Q3	$25K	Sell	2,481 -3,749	-60%	-$57.4K	﹤0.01%	741
2018 Q2	$95K	Sell	6,230 -3,065	-33%	-$47K	0.02%	476
2018 Q1	$145K	Buy	+9,295	New	+$140K	0.03%	345

Other funds holding PRTY

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Party City Holdco Inc. (PRTY) in Q4 2018, closing a stake of 2,481 shares — an estimated $25K sold.

Mount Yale Investment Advisors first reported a position in PRTY in Q1 2018 and held it in 3 quarters. The position peaked at $145K in Q1 2018. 137 funds tracked by Wall St. Rank hold PRTY as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Party City Holdco Inc. position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,481 Party City Holdco Inc. shares in Q4 2018, an estimated $25K.
Mount Yale Investment Advisors first reported a position in Party City Holdco Inc. in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Party City Holdco Inc. position peaked at $145K in Q1 2018.
137 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q4 2018.

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