Mount Yale Investment Advisors’s Sabesp SBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-126,051	Closed	-$335K	–	332
2019 Q2	$335K	Sell	126,051 -54,757	-30%	-$120K	0.06%	249
2019 Q1	$371K	Buy	180,808 +72,005	+66%	+$150K	0.07%	230
2018 Q4	$215K	Buy	+108,803	New	+$156K	0.04%	288
2018 Q3	–	Sell	-7,090	Closed	-$8K	–	996
2018 Q2	$8K	Sell	7,090 -4,770	-40%	-$7.5K	﹤0.01%	882
2018 Q1	$24K	Buy	+11,860	New	+$25.5K	0.01%	739

Other funds holding SBS

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mount Yale Investment Advisors's SBS Position: Q3 2019 in Review

Mount Yale Investment Advisors sold out of Sabesp (SBS) in Q3 2019, closing a stake of 126,051 shares — an estimated $335K sold.

Mount Yale Investment Advisors first reported a position in SBS in Q1 2018 and held it in 5 quarters. The position peaked at $371K in Q1 2019. 177 funds tracked by Wall St. Rank hold SBS as of Q3 2019.

Mount Yale Investment Advisors reported no remaining Sabesp position as of Q3 2019 after selling out during the quarter.
Mount Yale Investment Advisors sold 126,051 Sabesp shares in Q3 2019, an estimated $335K.
Mount Yale Investment Advisors first reported a position in Sabesp in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Sabesp position peaked at $371K in Q1 2019.
177 funds tracked by Wall St. Rank held Sabesp as of Q3 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.