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YorkBridge Wealth Partners’s Bunge Global BG Stock Holding History

YorkBridge Wealth Partners’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-196
Closed -$14K – 865
2017
Q3 		$14K Hold
196
– – 0.01% 598
2017
Q2 		$15K Hold
196
– – 0.01% 570
2017
Q1 		$15K Sell
196
-2,227
-92% -$167K 0.01% 565
2016
Q4 		$165K Buy
+2,423
New +$161K 0.1% 176

Other funds holding BG

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Bunge Global (BG) in Q4 2017, closing a stake of 196 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in BG in Q4 2016 and held it in 4 quarters. The position peaked at $165K in Q4 2016. 387 funds tracked by Wall St. Rank hold BG as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Bunge Global position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 196 Bunge Global shares in Q4 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Bunge Global in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Bunge Global position peaked at $165K in Q4 2016.
  • 387 funds tracked by Wall St. Rank held Bunge Global as of Q4 2017.

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