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YorkBridge Wealth Partners’s Banco Bradesco BBD Stock Holding History

YorkBridge Wealth Partners’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,061
Closed -$5K – 876
2017
Q1 		$5K Buy
+1,061
New +$5.61K ﹤0.01% 686

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BlackRock
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Invesco
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

YorkBridge Wealth Partners's BBD Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Banco Bradesco (BBD) in Q2 2017, closing a stake of 1,061 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in BBD in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 194 funds tracked by Wall St. Rank hold BBD as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Banco Bradesco position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,061 Banco Bradesco shares in Q2 2017, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Banco Bradesco in Q1 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Banco Bradesco position peaked at $5K in Q1 2017.
  • 194 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.