MYIA
XRN

Mount Yale Investment Advisors’s Chiron Real Estate Inc XRN Stock Holding History

Mount Yale Investment Advisors’s Portfolio XRN Stock Details XRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,247
Closed -$164K – 346
2020
Q1 		$164K Buy
3,247
+365
+13% +$24.6K 0.04% 276
2019
Q4 		$210K Buy
2,882
+687
+31% +$43.2K 0.04% 311
2019
Q3 		$136K Sell
2,195
-113
-5% -$6.09K 0.02% 299
2019
Q2 		$121K Buy
+2,308
New +$121K 0.02% 299

Other funds holding XRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Mount Yale Investment Advisors's XRN Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of Chiron Real Estate Inc (XRN) in Q2 2020, closing a stake of 3,247 shares — an estimated $164K sold.

Mount Yale Investment Advisors first reported a position in XRN in Q2 2019 and held it in 4 quarters. The position peaked at $210K in Q4 2019. 150 funds tracked by Wall St. Rank hold XRN as of Q2 2020.

  • Mount Yale Investment Advisors reported no remaining Chiron Real Estate Inc position as of Q2 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,247 Chiron Real Estate Inc shares in Q2 2020, an estimated $164K.
  • Mount Yale Investment Advisors first reported a position in Chiron Real Estate Inc in Q2 2019 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Chiron Real Estate Inc position peaked at $210K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.