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Mount Yale Investment Advisors’s Trupanion TRUP Stock Holding History

Mount Yale Investment Advisors’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,012
Closed -$27K – 749
2018
Q3 		$27K Sell
1,012
-113
-10% -$4.36K ﹤0.01% 724
2018
Q2 		$43K Sell
1,125
-12
-1% -$373 0.01% 659
2018
Q1 		$34K Buy
+1,137
New +$36.4K 0.01% 689

Other funds holding TRUP

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Trupanion (TRUP) in Q4 2018, closing a stake of 1,012 shares — an estimated $27K sold.

Mount Yale Investment Advisors first reported a position in TRUP in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2018. 162 funds tracked by Wall St. Rank hold TRUP as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Trupanion position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,012 Trupanion shares in Q4 2018, an estimated $27K.
  • Mount Yale Investment Advisors first reported a position in Trupanion in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Trupanion position peaked at $43K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held Trupanion as of Q4 2018.

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