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Mount Yale Investment Advisors’s Visteon VC Stock Holding History

Mount Yale Investment Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-391
Closed -$32K – 769
2018
Q3 		$32K Buy
391
+35
+10% +$4.05K 0.01% 693
2018
Q2 		$46K Buy
356
+74
+26% +$9.25K 0.01% 649
2018
Q1 		$31K Buy
+282
New +$35.3K 0.01% 705

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Visteon (VC) in Q4 2018, closing a stake of 391 shares — an estimated $32K sold.

Mount Yale Investment Advisors first reported a position in VC in Q1 2018 and held it in 3 quarters. The position peaked at $46K in Q2 2018. 248 funds tracked by Wall St. Rank hold VC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Visteon position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 391 Visteon shares in Q4 2018, an estimated $32K.
  • Mount Yale Investment Advisors first reported a position in Visteon in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Visteon position peaked at $46K in Q2 2018.
  • 248 funds tracked by Wall St. Rank held Visteon as of Q4 2018.

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