YWP
BFX

YorkBridge Wealth Partners’s BowFlex Inc. BFX Stock Holding History

YorkBridge Wealth Partners’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-103
Closed -$2K – 918
2017
Q3 		$2K Buy
103
+19
+23% +$328 ﹤0.01% 807
2017
Q2 		$2K Hold
84
– – ﹤0.01% 802
2017
Q1 		$2K Buy
+84
New +$1.42K ﹤0.01% 792

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Dimensional Fund Advisors
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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

YorkBridge Wealth Partners's BFX Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of BowFlex Inc. (BFX) in Q4 2017, closing a stake of 103 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in BFX in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 153 funds tracked by Wall St. Rank hold BFX as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining BowFlex Inc. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 103 BowFlex Inc. shares in Q4 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in BowFlex Inc. in Q1 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's BowFlex Inc. position peaked at $2K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held BowFlex Inc. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.