MYIA
SGMO

Mount Yale Investment Advisors’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Mount Yale Investment Advisors’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,000
Closed -$72K – 692
2018
Q3 		$72K Sell
5,000
-3,359
-40% -$51.1K 0.01% 534
2018
Q2 		$119K Buy
8,359
+7,996
+2,203% +$133K 0.02% 408
2018
Q1 		$7K Buy
+363
New +$7.76K ﹤0.01% 883

Other funds holding SGMO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2018, closing a stake of 5,000 shares — an estimated $72K sold.

Mount Yale Investment Advisors first reported a position in SGMO in Q1 2018 and held it in 3 quarters. The position peaked at $119K in Q2 2018. 197 funds tracked by Wall St. Rank hold SGMO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,000 SANGAMO THERAPEUTICS INC shares in Q4 2018, an estimated $72K.
  • Mount Yale Investment Advisors first reported a position in SANGAMO THERAPEUTICS INC in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's SANGAMO THERAPEUTICS INC position peaked at $119K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2018.

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