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Mount Yale Investment Advisors’s Timken Company TKR Stock Holding History

Mount Yale Investment Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,196
Closed -$93K – 733
2018
Q3 		$93K Buy
2,196
+160
+8% +$7.55K 0.02% 466
2018
Q2 		$89K Buy
+2,036
New +$95K 0.02% 500

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Timken Company (TKR) in Q4 2018, closing a stake of 2,196 shares — an estimated $93K sold.

Mount Yale Investment Advisors first reported a position in TKR in Q2 2018 and held it in 2 quarters. The position peaked at $93K in Q3 2018. 313 funds tracked by Wall St. Rank hold TKR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Timken Company position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,196 Timken Company shares in Q4 2018, an estimated $93K.
  • Mount Yale Investment Advisors first reported a position in Timken Company in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Timken Company position peaked at $93K in Q3 2018.
  • 313 funds tracked by Wall St. Rank held Timken Company as of Q4 2018.

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