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Mount Yale Investment Advisors’s SL Green Realty SLG Stock Holding History

Mount Yale Investment Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,961
Closed -$181K – 698
2018
Q3 		$181K Buy
1,961
+494
+34% +$48.8K 0.03% 307
2018
Q2 		$143K Buy
+1,467
New +$139K 0.03% 362

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of SL Green Realty (SLG) in Q4 2018, closing a stake of 1,961 shares — an estimated $181K sold.

Mount Yale Investment Advisors first reported a position in SLG in Q2 2018 and held it in 2 quarters. The position peaked at $181K in Q3 2018. 373 funds tracked by Wall St. Rank hold SLG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining SL Green Realty position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,961 SL Green Realty shares in Q4 2018, an estimated $181K.
  • Mount Yale Investment Advisors first reported a position in SL Green Realty in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's SL Green Realty position peaked at $181K in Q3 2018.
  • 373 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2018.

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