YorkBridge Wealth Partners’s B&G Foods BGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-28	Closed	-$1K	–	878
2016 Q4	$1K	Buy	+28	New	+$1.24K	﹤0.01%	817

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's BGS Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of B&G Foods (BGS) in Q1 2017, closing a stake of 28 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in BGS in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 277 funds tracked by Wall St. Rank hold BGS as of Q1 2017.

YorkBridge Wealth Partners reported no remaining B&G Foods position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 28 B&G Foods shares in Q1 2017, an estimated $1K.
YorkBridge Wealth Partners first reported a position in B&G Foods in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's B&G Foods position peaked at $1K in Q4 2016.
277 funds tracked by Wall St. Rank held B&G Foods as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.