YorkBridge Wealth Partners’s Bread Financial BFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-251	Closed	-$28K	–	218
2019 Q2	$28K	Buy	+251	New	+$30.3K	0.01%	422
2019 Q1	–	Sell	-251	Closed	-$30K	–	748
2018 Q4	$30K	Hold	251	–	–	0.02%	378
2018 Q3	$48K	Hold	251	–	–	0.02%	361
2018 Q2	$47K	Hold	251	–	–	0.02%	368
2018 Q1	$42K	Hold	251	–	–	0.02%	386
2017 Q4	$48K	Hold	251	–	–	0.02%	377
2017 Q3	$44K	Hold	251	–	–	0.02%	391
2017 Q2	$52K	Hold	251	–	–	0.03%	367
2017 Q1	$51K	Hold	251	–	–	0.03%	367
2016 Q4	$47K	Buy	+251	New	+$43.7K	0.03%	360

Other funds holding BFH

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's BFH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Bread Financial (BFH) in Q3 2019, closing a stake of 251 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in BFH in Q4 2016 and held it in 10 quarters. The position peaked at $52K in Q2 2017. 452 funds tracked by Wall St. Rank hold BFH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Bread Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 251 Bread Financial shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Bread Financial in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Bread Financial position peaked at $52K in Q2 2017.
452 funds tracked by Wall St. Rank held Bread Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.