First Trust Advisors
YRD

First Trust Advisors’s Yiren Digital YRD Stock Holding History

First Trust Advisors’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-110,449
Closed -$2.03M – 2488
2018
Q3 		$2.03M Sell
110,449
-10,997
-9% -$201K ﹤0.01% 1664
2018
Q2 		$2.58M Buy
121,446
+52,011
+75% +$1.54M 0.01% 1494
2018
Q1 		$2.79M Buy
69,435
+6,777
+11% +$273K 0.01% 1269
2017
Q4 		$2.75M Sell
62,658
-27,935
-31% -$1.21M 0.01% 1321
2017
Q3 		$3.8M Buy
90,593
+13,130
+17% +$492K 0.01% 1119
2017
Q2 		$1.94M Buy
77,463
+31,168
+67% +$756K 0.01% 1492
2017
Q1 		$1.16M Buy
46,295
+12,581
+37% +$301K ﹤0.01% 1799
2016
Q4 		$699K Sell
33,714
-72,126
-68% -$1.96M ﹤0.01% 1981
2016
Q3 		$2.51M Buy
+105,840
New +$2.49M 0.01% 1219

Other funds holding YRD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

First Trust Advisors's YRD Position: Q4 2018 in Review

First Trust Advisors sold out of Yiren Digital (YRD) in Q4 2018, closing a stake of 110,449 shares — an estimated $2.03M sold.

First Trust Advisors first reported a position in YRD in Q3 2016 and held it in 9 quarters. The position peaked at $3.8M in Q3 2017. 36 funds tracked by Wall St. Rank hold YRD as of Q4 2018.

  • First Trust Advisors reported no remaining Yiren Digital position as of Q4 2018 after selling out during the quarter.
  • First Trust Advisors sold 110,449 Yiren Digital shares in Q4 2018, an estimated $2.03M.
  • First Trust Advisors first reported a position in Yiren Digital in Q3 2016 and held it in 9 quarters.
  • First Trust Advisors's Yiren Digital position peaked at $3.8M in Q3 2017.
  • 36 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2018.

Based on First Trust Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.