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Mount Yale Investment Advisors’s QCR Holdings QCRH Stock Holding History

Mount Yale Investment Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,276
Closed -$123K – 664
2018
Q3 		$123K Buy
3,276
+235
+8% +$10.5K 0.02% 378
2018
Q2 		$144K Sell
3,041
-54
-2% -$2.55K 0.03% 360
2018
Q1 		$139K Buy
+3,095
New +$138K 0.03% 359

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of QCR Holdings (QCRH) in Q4 2018, closing a stake of 3,276 shares — an estimated $123K sold.

Mount Yale Investment Advisors first reported a position in QCRH in Q1 2018 and held it in 3 quarters. The position peaked at $144K in Q2 2018. 106 funds tracked by Wall St. Rank hold QCRH as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining QCR Holdings position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,276 QCR Holdings shares in Q4 2018, an estimated $123K.
  • Mount Yale Investment Advisors first reported a position in QCR Holdings in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's QCR Holdings position peaked at $144K in Q2 2018.
  • 106 funds tracked by Wall St. Rank held QCR Holdings as of Q4 2018.

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