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YorkBridge Wealth Partners’s Builders FirstSource BLDR Stock Holding History

YorkBridge Wealth Partners’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-102
Closed -$2K – 759
2018
Q2 		$2K Hold
102
– – ﹤0.01% 766
2018
Q1 		$2K Hold
102
– – ﹤0.01% 762
2017
Q4 		$2K Buy
+102
New +$1.93K ﹤0.01% 786

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RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

YorkBridge Wealth Partners's BLDR Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Builders FirstSource (BLDR) in Q3 2018, closing a stake of 102 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in BLDR in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 222 funds tracked by Wall St. Rank hold BLDR as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Builders FirstSource position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 102 Builders FirstSource shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Builders FirstSource in Q4 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Builders FirstSource position peaked at $2K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.