MYIA
TWTR

Mount Yale Investment Advisors’s Twitter, Inc. TWTR Stock Holding History

Mount Yale Investment Advisors’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,510
Closed -$88K – 843
2018
Q3 		$88K Buy
2,510
+205
+9% +$7.26K 0.02% 482
2018
Q2 		$101K Buy
2,305
+86
+4% +$3.02K 0.02% 458
2018
Q1 		$64K Buy
+2,219
New +$65K 0.01% 572

Other funds holding TWTR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Twitter, Inc. (TWTR) in Q4 2018, closing a stake of 2,510 shares — an estimated $88K sold.

Mount Yale Investment Advisors first reported a position in TWTR in Q1 2018 and held it in 3 quarters. The position peaked at $101K in Q2 2018. 720 funds tracked by Wall St. Rank hold TWTR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Twitter, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,510 Twitter, Inc. shares in Q4 2018, an estimated $88K.
  • Mount Yale Investment Advisors first reported a position in Twitter, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Twitter, Inc. position peaked at $101K in Q2 2018.
  • 720 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2018.

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