YorkBridge Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,681	Closed	-$246K	–	184
2019 Q3	$246K	Sell	2,681 -550	-17%	-$50.3K	0.12%	153
2019 Q2	$296K	Hold	3,231	–	–	0.13%	143
2019 Q1	$296K	Sell	3,231 -625	-16%	-$57.2K	0.14%	137
2018 Q4	$353K	Sell	3,856 -52	-1%	-$4.76K	0.19%	117
2018 Q3	$357K	Hold	3,908	–	–	0.16%	125
2018 Q2	$358K	Hold	3,908	–	–	0.16%	129
2018 Q1	$358K	Buy	3,908 +1,050	+37%	+$96K	0.16%	125
2017 Q4	$261K	Buy	2,858 +669	+31%	+$61.2K	0.13%	154
2017 Q3	$200K	Buy	2,189 +32	+1%	+$2.93K	0.1%	172
2017 Q2	$197K	Hold	2,157	–	–	0.1%	173
2017 Q1	$197K	Buy	+2,157	New	+$197K	0.1%	170

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

YorkBridge Wealth Partners's BIL Position: Q4 2019 in Review

YorkBridge Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2019, closing a stake of 2,681 shares — an estimated $246K sold.

YorkBridge Wealth Partners first reported a position in BIL in Q1 2017 and held it in 11 quarters. The position peaked at $358K in Q2 2018. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

YorkBridge Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,681 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2019, an estimated $246K.
YorkBridge Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $358K in Q2 2018.
370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2019, filed 17 Jan 2020.