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Mount Yale Investment Advisors’s Weibo WB Stock Holding History

Mount Yale Investment Advisors’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-615
Closed -$40K – 784
2018
Q3 		$40K Buy
+615
New +$49.5K 0.01% 650

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Weibo (WB) in Q4 2018, closing a stake of 615 shares — an estimated $40K sold.

Mount Yale Investment Advisors first reported a position in WB in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 271 funds tracked by Wall St. Rank hold WB as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Weibo position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 615 Weibo shares in Q4 2018, an estimated $40K.
  • Mount Yale Investment Advisors first reported a position in Weibo in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Weibo position peaked at $40K in Q3 2018.
  • 271 funds tracked by Wall St. Rank held Weibo as of Q4 2018.

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