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SteelBridge Private Wealth Advisors’s PayPal PYPL Stock Holding History

SteelBridge Private Wealth Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$268K Hold
3,526
– – 2.32% 19
2017
Q4 		$260K Sell
3,526
-103
-3% -$7.45K 2.19% 21
2017
Q3 		$232K Sell
3,629
-1,071
-23% -$64.2K 2.23% 22
2017
Q2 		$252K Hold
4,700
– – 0.35% 58
2017
Q1 		$202K Buy
+4,700
New +$197K 0.31% 62

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SteelBridge Private Wealth Advisors's PYPL Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors held its PayPal (PYPL) position steady in Q1 2018 at 3,526 shares worth $268K. The position accounts for 2.32% of the portfolio, ranked #19.

SteelBridge Private Wealth Advisors first reported a position in PYPL in Q1 2017 and has held it in 5 quarters since. 1,384 funds tracked by Wall St. Rank hold PYPL as of Q1 2018.

  • SteelBridge Private Wealth Advisors held 3,526 shares of PayPal worth $268K as of Q1 2018.
  • SteelBridge Private Wealth Advisors left its PayPal share count unchanged in Q1 2018.
  • PayPal made up 2.32% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #19 holding.
  • SteelBridge Private Wealth Advisors first reported a position in PayPal in Q1 2017 and has held it in 5 quarters since.
  • 1,384 funds tracked by Wall St. Rank held PayPal as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.