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Mount Yale Investment Advisors’s Wabash National WNC Stock Holding History

Mount Yale Investment Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,192
Closed -$78K – 1013
2018
Q2 		$78K Hold
4,192
– – 0.01% 541
2018
Q1 		$87K Buy
+4,192
New +$94.5K 0.02% 497

Other funds holding WNC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's WNC Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Wabash National (WNC) in Q3 2018, closing a stake of 4,192 shares — an estimated $78K sold.

Mount Yale Investment Advisors first reported a position in WNC in Q1 2018 and held it in 2 quarters. The position peaked at $87K in Q1 2018. 198 funds tracked by Wall St. Rank hold WNC as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Wabash National position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,192 Wabash National shares in Q3 2018, an estimated $78K.
  • Mount Yale Investment Advisors first reported a position in Wabash National in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Wabash National position peaked at $87K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Wabash National as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.