YorkBridge Wealth Partners’s Barnes Group Inc. B Stock Holding History

YorkBridge Wealth Partners’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-20	Closed	-$1K	–	781
2018 Q4	$1K	Sell	20 -1,859	-99%	-$109K	﹤0.01%	727
2018 Q3	$132K	Sell	1,879 -44	-2%	-$2.91K	0.06%	238
2018 Q2	$113K	Buy	1,923 +70	+4%	+$4.15K	0.05%	273
2018 Q1	$112K	Buy	1,853 +156	+9%	+$9.85K	0.05%	280
2017 Q4	$104K	Buy	1,697 +146	+9%	+$9.68K	0.05%	284
2017 Q3	$109K	Buy	1,551 +1,517	+4,462%	+$94.2K	0.06%	257
2017 Q2	$2K	Hold	34	–	–	﹤0.01%	800
2017 Q1	$2K	Buy	+34	New	+$1.67K	﹤0.01%	790

Other funds holding B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's B Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Barnes Group Inc. (B) in Q1 2019, closing a stake of 20 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in B in Q1 2017 and held it in 8 quarters. The position peaked at $132K in Q3 2018. 236 funds tracked by Wall St. Rank hold B as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Barnes Group Inc. position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 20 Barnes Group Inc. shares in Q1 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Barnes Group Inc. in Q1 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's Barnes Group Inc. position peaked at $132K in Q3 2018.
236 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.