MYIA
PSB

Mount Yale Investment Advisors’s PS Business Parks, Inc. PSB Stock Holding History

Mount Yale Investment Advisors’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-159
Closed -$22K – 853
2018
Q3 		$22K Buy
159
+10
+7% +$1.29K ﹤0.01% 765
2018
Q2 		$19K Buy
149
+72
+94% +$8.59K ﹤0.01% 811
2018
Q1 		$9K Buy
+77
New +$8.87K ﹤0.01% 867

Other funds holding PSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of PS Business Parks, Inc. (PSB) in Q4 2018, closing a stake of 159 shares — an estimated $22K sold.

Mount Yale Investment Advisors first reported a position in PSB in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 226 funds tracked by Wall St. Rank hold PSB as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining PS Business Parks, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 159 PS Business Parks, Inc. shares in Q4 2018, an estimated $22K.
  • Mount Yale Investment Advisors first reported a position in PS Business Parks, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's PS Business Parks, Inc. position peaked at $22K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q4 2018.

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