YorkBridge Wealth Partners’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-100	Closed	-$2K	–	222
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	691
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	691
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	673
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	700
2018 Q2	$2K	Buy	+100	New	+$2.3K	﹤0.01%	765

Other funds holding BLCN

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

YorkBridge Wealth Partners sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in BLCN in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 39 funds tracked by Wall St. Rank hold BLCN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Siren ETF Trust Siren NexGen Economy ETF position peaked at $2K in Q2 2019.
39 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2019.

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