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Mount Yale Investment Advisors’s Yelp YELP Stock Holding History

Mount Yale Investment Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-525
Closed -$24K – 798
2018
Q3 		$24K Sell
525
-57
-10% -$2.49K ﹤0.01% 747
2018
Q2 		$23K Hold
582
– – ﹤0.01% 768
2018
Q1 		$24K Buy
+582
New +$25.3K 0.01% 741

Other funds holding YELP

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Yelp (YELP) in Q4 2018, closing a stake of 525 shares — an estimated $24K sold.

Mount Yale Investment Advisors first reported a position in YELP in Q1 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 525 Yelp shares in Q4 2018, an estimated $24K.
  • Mount Yale Investment Advisors first reported a position in Yelp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Yelp position peaked at $24K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

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