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YorkBridge Wealth Partners’s Boise Cascade BCC Stock Holding History

YorkBridge Wealth Partners’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-461
Closed -$14K – 878
2017
Q1 		$14K Hold
461
– – 0.01% 574
2016
Q4 		$10K Buy
+461
New +$10.3K 0.01% 580

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
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NIMC
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Boise Cascade (BCC) in Q2 2017, closing a stake of 461 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in BCC in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 174 funds tracked by Wall St. Rank hold BCC as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Boise Cascade position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 461 Boise Cascade shares in Q2 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Boise Cascade in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Boise Cascade position peaked at $14K in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2017.

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