MYIA
WAGE

Mount Yale Investment Advisors’s WageWorks, Inc. WAGE Stock Holding History

Mount Yale Investment Advisors’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-34
Closed -$1K – 920
2018
Q3 		$1K Hold
34
– – ﹤0.01% 935
2018
Q2 		$2K Hold
34
– – ﹤0.01% 927
2018
Q1 		$2K Buy
+34
New +$1.86K ﹤0.01% 921

Other funds holding WAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of WageWorks, Inc. (WAGE) in Q4 2018, closing a stake of 34 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in WAGE in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 200 funds tracked by Wall St. Rank hold WAGE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining WageWorks, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 34 WageWorks, Inc. shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in WageWorks, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's WageWorks, Inc. position peaked at $2K in Q2 2018.
  • 200 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q4 2018.

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