MYIA
RUN icon

Mount Yale Investment Advisors’s Sunrun RUN Stock Holding History

Mount Yale Investment Advisors’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,409
Closed -$170K – 325
2018
Q4 		$170K Buy
11,409
+1,082
+10% +$13.7K 0.03% 299
2018
Q3 		$136K Buy
10,327
+4,432
+75% +$61.3K 0.02% 352
2018
Q2 		$78K Sell
5,895
-9,686
-62% -$105K 0.01% 539
2018
Q1 		$139K Buy
+15,581
New +$105K 0.03% 360

Other funds holding RUN

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MTM
Millennium TVP Management New York $93.1M AUM 35.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 RUN Position: Q1 2019 in Review

Mount Yale Investment Advisors sold out of Sunrun (RUN) in Q1 2019, closing a stake of 11,409 shares — an estimated $170K sold.

Mount Yale Investment Advisors first reported a position in RUN in Q1 2018 and held it in 4 quarters. The position peaked at $170K in Q4 2018. 166 funds tracked by Wall St. Rank hold RUN as of Q1 2019.

  • Mount Yale Investment Advisors reported no remaining Sunrun position as of Q1 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,409 Sunrun shares in Q1 2019, an estimated $170K.
  • Mount Yale Investment Advisors first reported a position in Sunrun in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Sunrun position peaked at $170K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held Sunrun as of Q1 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.