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Mount Yale Investment Advisors’s Tejon Ranch TRC Stock Holding History

Mount Yale Investment Advisors’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,029
Closed -$19K – 742
2018
Q3 		$19K Sell
1,029
-192
-16% -$4.38K ﹤0.01% 794
2018
Q2 		$30K Sell
1,221
-454
-27% -$11.3K 0.01% 724
2018
Q1 		$39K Buy
+1,675
New +$37K 0.01% 668

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Tejon Ranch (TRC) in Q4 2018, closing a stake of 1,029 shares — an estimated $19K sold.

Mount Yale Investment Advisors first reported a position in TRC in Q1 2018 and held it in 3 quarters. The position peaked at $39K in Q1 2018. 93 funds tracked by Wall St. Rank hold TRC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Tejon Ranch position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,029 Tejon Ranch shares in Q4 2018, an estimated $19K.
  • Mount Yale Investment Advisors first reported a position in Tejon Ranch in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Tejon Ranch position peaked at $39K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held Tejon Ranch as of Q4 2018.

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