MYIA
RWT

Mount Yale Investment Advisors’s Redwood Trust RWT Stock Holding History

Mount Yale Investment Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,297
Closed -$52K – 359
2020
Q1 		$52K Buy
+10,297
New +$153K 0.01% 286

Other funds holding RWT

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 RWT Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of Redwood Trust (RWT) in Q2 2020, closing a stake of 10,297 shares — an estimated $52K sold.

Mount Yale Investment Advisors first reported a position in RWT in Q1 2020 and held it in 1 quarter. The position peaked at $52K in Q1 2020. 190 funds tracked by Wall St. Rank hold RWT as of Q2 2020.

  • Mount Yale Investment Advisors reported no remaining Redwood Trust position as of Q2 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10,297 Redwood Trust shares in Q2 2020, an estimated $52K.
  • Mount Yale Investment Advisors first reported a position in Redwood Trust in Q1 2020 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Redwood Trust position peaked at $52K in Q1 2020.
  • 190 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.