Mount Yale Investment Advisors, LLC Buys UnitedHealth Group Inc, Ally Financial Inc, SAP SE, Sells Apple Inc, Cummins Inc, Prudential Financial Inc

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Nov 15, 2019
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Investment company Mount Yale Investment Advisors, LLC (Current Portfolio) buys UnitedHealth Group Inc, Ally Financial Inc, SAP SE, iShares Russell 1000 ETF, Viacom Inc, sells Apple Inc, Cummins Inc, Prudential Financial Inc, Alphabet Inc, Alphabet Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Mount Yale Investment Advisors, LLC. As of 2019Q3, Mount Yale Investment Advisors, LLC owns 303 stocks with a total value of $556 million. These are the details of the buys and sells.

For the details of Mount Yale Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mount+yale+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Mount Yale Investment Advisors, LLC
  1. Apple Inc (AAPL) - 220,210 shares, 10.37% of the total portfolio. Shares reduced by 26.3%
  2. Celgene Corp (CELG) - 107,635 shares, 2.13% of the total portfolio. Shares reduced by 1.98%
  3. CVS Health Corp (CVS) - 147,907 shares, 1.92% of the total portfolio. Shares reduced by 17.34%
  4. Alphabet Inc (GOOGL) - 8,068 shares, 1.88% of the total portfolio. Shares reduced by 26.25%
  5. iShares Core S&P 500 ETF (IVV) - 33,524 shares, 1.87% of the total portfolio. Shares reduced by 1.56%
New Purchase: Ally Financial Inc (ALLY)

Mount Yale Investment Advisors, LLC initiated holding in Ally Financial Inc. The purchase prices were between $30.01 and $35.05, with an estimated average price of $32.37. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 1.25%. The holding were 223,176 shares as of .

New Purchase: SAP SE (SAP)

Mount Yale Investment Advisors, LLC initiated holding in SAP SE. The purchase prices were between $116.87 and $140.18, with an estimated average price of $124. The stock is now traded at around $134.41. The impact to a portfolio due to this purchase was 0.29%. The holding were 11,959 shares as of .

New Purchase: NetApp Inc (NTAP)

Mount Yale Investment Advisors, LLC initiated holding in NetApp Inc. The purchase prices were between $44.71 and $62.84, with an estimated average price of $53.69. The stock is now traded at around $61.98. The impact to a portfolio due to this purchase was 0.18%. The holding were 17,060 shares as of .

New Purchase: Globus Medical Inc (GMED)

Mount Yale Investment Advisors, LLC initiated holding in Globus Medical Inc. The purchase prices were between $40.41 and $52.32, with an estimated average price of $47.57. The stock is now traded at around $54.79. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,033 shares as of .

New Purchase: Barclays PLC (BCS)

Mount Yale Investment Advisors, LLC initiated holding in Barclays PLC. The purchase prices were between $6.59 and $7.98, with an estimated average price of $7.29. The stock is now traded at around $8.73. The impact to a portfolio due to this purchase was 0.11%. The holding were 67,524 shares as of .

New Purchase: CDW Corp (CDW)

Mount Yale Investment Advisors, LLC initiated holding in CDW Corp. The purchase prices were between $107.53 and $123.4, with an estimated average price of $114.67. The stock is now traded at around $132.82. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,011 shares as of .

Added: UnitedHealth Group Inc (UNH)

Mount Yale Investment Advisors, LLC added to a holding in UnitedHealth Group Inc by 630.41%. The purchase prices were between $215.26 and $266.65, with an estimated average price of $241.24. The stock is now traded at around $255.83. The impact to a portfolio due to this purchase was 1.36%. The holding were 34,519 shares as of .

Added: iShares Russell 1000 ETF (IWB)

Mount Yale Investment Advisors, LLC added to a holding in iShares Russell 1000 ETF by 127.48%. The purchase prices were between $157.02 and $167.25, with an estimated average price of $163.45. The stock is now traded at around $171.61. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,226 shares as of .

Added: Viacom Inc (VIAB)

Mount Yale Investment Advisors, LLC added to a holding in Viacom Inc by 27.05%. The purchase prices were between $23.98 and $31.73, with an estimated average price of $27.92. The stock is now traded at around $22.47. The impact to a portfolio due to this purchase was 0.27%. The holding were 319,064 shares as of .

Added: L Brands Inc (LB)

Mount Yale Investment Advisors, LLC added to a holding in L Brands Inc by 28.53%. The purchase prices were between $15.86 and $27.79, with an estimated average price of $21.83. The stock is now traded at around $17.58. The impact to a portfolio due to this purchase was 0.26%. The holding were 368,561 shares as of .

Added: Ulta Beauty Inc (ULTA)

Mount Yale Investment Advisors, LLC added to a holding in Ulta Beauty Inc by 244.63%. The purchase prices were between $225.45 and $366.39, with an estimated average price of $306.36. The stock is now traded at around $242.87. The impact to a portfolio due to this purchase was 0.24%. The holding were 7,706 shares as of .

Added: Royal Philips NV (PHG)

Mount Yale Investment Advisors, LLC added to a holding in Royal Philips NV by 117.87%. The purchase prices were between $43.51 and $48.68, with an estimated average price of $46.28. The stock is now traded at around $44.39. The impact to a portfolio due to this purchase was 0.19%. The holding were 44,590 shares as of .

Sold Out: Prudential Financial Inc (PRU)

Mount Yale Investment Advisors, LLC sold out a holding in Prudential Financial Inc. The sale prices were between $78.29 and $103.27, with an estimated average price of $90.65.

Sold Out: Walgreens Boots Alliance Inc (WBA)

Mount Yale Investment Advisors, LLC sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $49.29 and $58.06, with an estimated average price of $53.58.

Sold Out: AutoZone Inc (AZO)

Mount Yale Investment Advisors, LLC sold out a holding in AutoZone Inc. The sale prices were between $1059.68 and $1180, with an estimated average price of $1120.7.

Sold Out: Rio Tinto PLC (RIO)

Mount Yale Investment Advisors, LLC sold out a holding in Rio Tinto PLC. The sale prices were between $47.98 and $63.73, with an estimated average price of $54.34.

Sold Out: DXC Technology Co (DXC)

Mount Yale Investment Advisors, LLC sold out a holding in DXC Technology Co. The sale prices were between $29.5 and $56.97, with an estimated average price of $42.66.

Sold Out: Carnival Corp (CCL)

Mount Yale Investment Advisors, LLC sold out a holding in Carnival Corp. The sale prices were between $43.03 and $50.55, with an estimated average price of $46.11.



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