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YorkBridge Wealth Partners’s Acco Brands ACCO Stock Holding History

YorkBridge Wealth Partners’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-47
Closed – – 175
2019
Q2 		$0 Hold
47
– – ﹤0.01% 746
2019
Q1 		$0 Hold
47
– – ﹤0.01% 745
2018
Q4 		$0 Hold
47
– – ﹤0.01% 734
2018
Q3 		$1K Hold
47
– – ﹤0.01% 724
2018
Q2 		$1K Hold
47
– – ﹤0.01% 818
2018
Q1 		$1K Hold
47
– – ﹤0.01% 813
2017
Q4 		$1K Hold
47
– – ﹤0.01% 837
2017
Q3 		$1K Hold
47
– – ﹤0.01% 830
2017
Q2 		$1K Hold
47
– – ﹤0.01% 822
2017
Q1 		$1K Hold
47
– – ﹤0.01% 811
2016
Q4 		$1K Buy
+47
New +$550 ﹤0.01% 812

Other funds holding ACCO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's ACCO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Acco Brands (ACCO) in Q3 2019, closing a stake of 47 shares.

YorkBridge Wealth Partners first reported a position in ACCO in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q3 2018. 198 funds tracked by Wall St. Rank hold ACCO as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Acco Brands position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 47 Acco Brands shares in Q3 2019.
  • YorkBridge Wealth Partners first reported a position in Acco Brands in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Acco Brands position peaked at $1K in Q3 2018.
  • 198 funds tracked by Wall St. Rank held Acco Brands as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.