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YorkBridge Wealth Partners’s Apogee Enterprises APOG Stock Holding History

YorkBridge Wealth Partners’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-415
Closed -$17K – 837
2017
Q4 		$17K Buy
415
+112
+37% +$5.34K 0.01% 557
2017
Q3 		$15K Buy
303
+5
+2% +$246 0.01% 587
2017
Q2 		$17K Hold
298
– – 0.01% 545
2017
Q1 		$17K Buy
298
+129
+76% +$7.39K 0.01% 538
2016
Q4 		$8K Buy
+169
New +$7.83K ﹤0.01% 626

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's APOG Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Apogee Enterprises (APOG) in Q1 2018, closing a stake of 415 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in APOG in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q4 2017. 210 funds tracked by Wall St. Rank hold APOG as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Apogee Enterprises position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 415 Apogee Enterprises shares in Q1 2018, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in Apogee Enterprises in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Apogee Enterprises position peaked at $17K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.