WC
YDKN

Whitney & Co’s Yadkin Financial Corporation YDKN Stock Holding History

Whitney & Co’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
2016
Q4 		– Sell
-125,555
Closed -$3.3M – 105
2016
Q3 		$3.3M Buy
125,555
+73,535
+141% +$1.89M 1.32% 35
2016
Q2 		$1.3M Buy
+52,020
New +$1.3M 0.53% 61

Other funds holding YDKN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitney & Co's YDKN Position: Q4 2016 in Review

Whitney & Co sold out of Yadkin Financial Corporation (YDKN) in Q4 2016, closing a stake of 125,555 shares — an estimated $3.3M sold.

Whitney & Co first reported a position in YDKN in Q2 2016 and held it in 2 quarters. The position peaked at $3.3M in Q3 2016. 149 funds tracked by Wall St. Rank hold YDKN as of Q4 2016.

  • Whitney & Co reported no remaining Yadkin Financial Corporation position as of Q4 2016 after selling out during the quarter.
  • Whitney & Co sold 125,555 Yadkin Financial Corporation shares in Q4 2016, an estimated $3.3M.
  • Whitney & Co first reported a position in Yadkin Financial Corporation in Q2 2016 and held it in 2 quarters.
  • Whitney & Co's Yadkin Financial Corporation position peaked at $3.3M in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Yadkin Financial Corporation as of Q4 2016.

Based on Whitney & Co's 13F filing for Q4 2016, filed 23 Jan 2017.