MYIA
WW

Mount Yale Investment Advisors’s WW International WW Stock Holding History

Mount Yale Investment Advisors’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,771
Closed -$94K – 794
2018
Q3 		$94K Buy
1,771
+346
+24% +$28.1K 0.02% 461
2018
Q2 		$144K Sell
1,425
-81
-5% -$6.37K 0.03% 361
2018
Q1 		$96K Buy
+1,506
New +$96.5K 0.02% 471

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of WW International (WW) in Q4 2018, closing a stake of 1,771 shares — an estimated $94K sold.

Mount Yale Investment Advisors first reported a position in WW in Q1 2018 and held it in 3 quarters. The position peaked at $144K in Q2 2018. 270 funds tracked by Wall St. Rank hold WW as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining WW International position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,771 WW International shares in Q4 2018, an estimated $94K.
  • Mount Yale Investment Advisors first reported a position in WW International in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's WW International position peaked at $144K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held WW International as of Q4 2018.

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