Charles Schwab
YDKN

Charles Schwab’s Yadkin Financial Corporation YDKN Stock Holding History

Charles Schwab’s Portfolio YDKN Stock Details YDKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-191,389
Closed -$6.56M – 3082
2016
Q4 		$6.56M Buy
191,389
+25,355
+15% +$771K 0.01% 1559
2016
Q3 		$4.37M Buy
166,034
+81,122
+96% +$2.08M 0.01% 1738
2016
Q2 		$2.13M Buy
84,912
+16,700
+24% +$418K ﹤0.01% 2043
2016
Q1 		$1.61M Buy
68,212
+24,850
+57% +$561K ﹤0.01% 2149
2015
Q4 		$1.09M Hold
43,362
– – ﹤0.01% 2359
2015
Q3 		$932K Buy
43,362
+10,800
+33% +$230K ﹤0.01% 2409
2015
Q2 		$683K Hold
32,562
– – ﹤0.01% 2564
2015
Q1 		$662K Hold
32,562
– – ﹤0.01% 2534
2014
Q4 		$640K Hold
32,562
– – ﹤0.01% 2540
2014
Q3 		$592K Buy
32,562
+12,062
+59% +$227K ﹤0.01% 2525
2014
Q2 		$387K Hold
20,500
– – ﹤0.01% 2745
2014
Q1 		$439K Hold
20,500
– – ﹤0.01% 2635
2013
Q4 		$350K Hold
20,500
– – ﹤0.01% 2727
2013
Q3 		$344K Hold
20,500
– – ﹤0.01% 2696
2013
Q2 		$288K Buy
+20,500
New +$254K ﹤0.01% 2747

Other funds holding YDKN

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Charles Schwab's YDKN Position: Q1 2017 in Review

Charles Schwab sold out of Yadkin Financial Corporation (YDKN) in Q1 2017, closing a stake of 191,389 shares — an estimated $6.56M sold.

Charles Schwab first reported a position in YDKN in Q2 2013 and held it in 15 quarters. The position peaked at $6.56M in Q4 2016. 3 funds tracked by Wall St. Rank hold YDKN as of Q1 2017.

  • Charles Schwab reported no remaining Yadkin Financial Corporation position as of Q1 2017 after selling out during the quarter.
  • Charles Schwab sold 191,389 Yadkin Financial Corporation shares in Q1 2017, an estimated $6.56M.
  • Charles Schwab first reported a position in Yadkin Financial Corporation in Q2 2013 and held it in 15 quarters.
  • Charles Schwab's Yadkin Financial Corporation position peaked at $6.56M in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Yadkin Financial Corporation as of Q1 2017.

Based on Charles Schwab's 13F filing for Q1 2017, filed 15 May 2017.