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Mount Yale Investment Advisors’s Service Corp International SCI Stock Holding History

Mount Yale Investment Advisors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,568
Closed -$71K – 684
2018
Q3 		$71K Sell
1,568
-308
-16% -$12.4K 0.01% 539
2018
Q2 		$67K Sell
1,876
-684
-27% -$25.3K 0.01% 576
2018
Q1 		$97K Buy
+2,560
New +$98.3K 0.02% 466

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Service Corp International (SCI) in Q4 2018, closing a stake of 1,568 shares — an estimated $71K sold.

Mount Yale Investment Advisors first reported a position in SCI in Q1 2018 and held it in 3 quarters. The position peaked at $97K in Q1 2018. 389 funds tracked by Wall St. Rank hold SCI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Service Corp International position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,568 Service Corp International shares in Q4 2018, an estimated $71K.
  • Mount Yale Investment Advisors first reported a position in Service Corp International in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Service Corp International position peaked at $97K in Q1 2018.
  • 389 funds tracked by Wall St. Rank held Service Corp International as of Q4 2018.

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