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Mount Yale Investment Advisors’s Supernus Pharmaceuticals SUPN Stock Holding History

Mount Yale Investment Advisors’s Portfolio SUPN Stock Details SUPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,944
Closed -$178K – 715
2018
Q3 		$178K Sell
3,944
-1,872
-32% -$92.4K 0.03% 311
2018
Q2 		$348K Buy
5,816
+620
+12% +$32.1K 0.07% 233
2018
Q1 		$238K Buy
+5,196
New +$217K 0.05% 272

Other funds holding SUPN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Supernus Pharmaceuticals (SUPN) in Q4 2018, closing a stake of 3,944 shares — an estimated $178K sold.

Mount Yale Investment Advisors first reported a position in SUPN in Q1 2018 and held it in 3 quarters. The position peaked at $348K in Q2 2018. 274 funds tracked by Wall St. Rank hold SUPN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Supernus Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,944 Supernus Pharmaceuticals shares in Q4 2018, an estimated $178K.
  • Mount Yale Investment Advisors first reported a position in Supernus Pharmaceuticals in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Supernus Pharmaceuticals position peaked at $348K in Q2 2018.
  • 274 funds tracked by Wall St. Rank held Supernus Pharmaceuticals as of Q4 2018.

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