Mount Yale Investment Advisors
TECD

Mount Yale Investment Advisors’s Tech Data Corp TECD Stock Holding History

Mount Yale Investment Advisors’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,543
Closed -$131K – 1028
2018
Q1 		$131K Buy
+1,543
New +$150K 0.03% 377

Other funds holding TECD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's TECD Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Tech Data Corp (TECD) in Q2 2018, closing a stake of 1,543 shares — an estimated $131K sold.

Mount Yale Investment Advisors first reported a position in TECD in Q1 2018 and held it in 1 quarter. The position peaked at $131K in Q1 2018. 266 funds tracked by Wall St. Rank hold TECD as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Tech Data Corp position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,543 Tech Data Corp shares in Q2 2018, an estimated $131K.
  • Mount Yale Investment Advisors first reported a position in Tech Data Corp in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Tech Data Corp position peaked at $131K in Q1 2018.
  • 266 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.