MYIA
SFLY

Mount Yale Investment Advisors’s Shutterfly, Inc. SFLY Stock Holding History

Mount Yale Investment Advisors’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-596
Closed -$35K – 919
2018
Q3 		$35K Buy
596
+341
+134% +$27K 0.01% 675
2018
Q2 		$23K Buy
+255
New +$22.9K ﹤0.01% 770

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Shutterfly, Inc. (SFLY) in Q4 2018, closing a stake of 596 shares — an estimated $35K sold.

Mount Yale Investment Advisors first reported a position in SFLY in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 189 funds tracked by Wall St. Rank hold SFLY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Shutterfly, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 596 Shutterfly, Inc. shares in Q4 2018, an estimated $35K.
  • Mount Yale Investment Advisors first reported a position in Shutterfly, Inc. in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Shutterfly, Inc. position peaked at $35K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q4 2018.

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