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YorkBridge Wealth Partners’s AutoNation AN Stock Holding History

YorkBridge Wealth Partners’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-300
Closed -$14K – 861
2017
Q3 		$14K Sell
300
-250
-45% -$10.8K 0.01% 596
2017
Q2 		$24K Hold
550
– – 0.01% 463
2017
Q1 		$22K Hold
550
– – 0.01% 482
2016
Q4 		$25K Buy
+550
New +$25.5K 0.01% 440

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RP
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State Street
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KP
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YorkBridge Wealth Partners's AN Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of AutoNation (AN) in Q4 2017, closing a stake of 300 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in AN in Q4 2016 and held it in 4 quarters. The position peaked at $25K in Q4 2016. 290 funds tracked by Wall St. Rank hold AN as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining AutoNation position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 300 AutoNation shares in Q4 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in AutoNation in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's AutoNation position peaked at $25K in Q4 2016.
  • 290 funds tracked by Wall St. Rank held AutoNation as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.