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Mount Yale Investment Advisors’s TriMas Corp TRS Stock Holding History

Mount Yale Investment Advisors’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-377
Closed -$12K – 748
2018
Q3 		$12K Sell
377
-323
-46% -$9.79K ﹤0.01% 843
2018
Q2 		$21K Hold
700
– – ﹤0.01% 787
2018
Q1 		$18K Buy
+700
New +$18.1K ﹤0.01% 790

Other funds holding TRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of TriMas Corp (TRS) in Q4 2018, closing a stake of 377 shares — an estimated $12K sold.

Mount Yale Investment Advisors first reported a position in TRS in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 160 funds tracked by Wall St. Rank hold TRS as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining TriMas Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 377 TriMas Corp shares in Q4 2018, an estimated $12K.
  • Mount Yale Investment Advisors first reported a position in TriMas Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's TriMas Corp position peaked at $21K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held TriMas Corp as of Q4 2018.

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