MYIA
TNL icon

Mount Yale Investment Advisors’s Travel + Leisure Co TNL Stock Holding History

Mount Yale Investment Advisors’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,762
Closed -$76K – 737
2018
Q3 		$76K Hold
1,762
– – 0.01% 522
2018
Q2 		$78K Buy
+1,762
New +$87K 0.01% 540

Other funds holding TNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Travel + Leisure Co (TNL) in Q4 2018, closing a stake of 1,762 shares — an estimated $76K sold.

Mount Yale Investment Advisors first reported a position in TNL in Q2 2018 and held it in 2 quarters. The position peaked at $78K in Q2 2018. 414 funds tracked by Wall St. Rank hold TNL as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Travel + Leisure Co position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,762 Travel + Leisure Co shares in Q4 2018, an estimated $76K.
  • Mount Yale Investment Advisors first reported a position in Travel + Leisure Co in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Travel + Leisure Co position peaked at $78K in Q2 2018.
  • 414 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q4 2018.

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