YorkBridge Wealth Partners’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-800	Closed	-$102K	–	228
2019 Q2	$102K	Hold	800	–	–	0.05%	283
2019 Q1	$83K	Hold	800	–	–	0.04%	303
2018 Q4	$77K	Hold	800	–	–	0.04%	287
2018 Q3	$104K	Hold	800	–	–	0.05%	274
2018 Q2	$92K	Hold	800	–	–	0.04%	301
2018 Q1	$86K	Hold	800	–	–	0.04%	310
2017 Q4	$72K	Hold	800	–	–	0.03%	331
2017 Q3	$65K	Hold	800	–	–	0.03%	341
2017 Q2	$60K	Hold	800	–	–	0.03%	348
2017 Q1	$56K	Hold	800	–	–	0.03%	358
2016 Q4	$53K	Buy	+800	New	+$52K	0.03%	346

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Broadridge (BR) in Q3 2019, closing a stake of 800 shares — an estimated $102K sold.

YorkBridge Wealth Partners first reported a position in BR in Q4 2016 and held it in 11 quarters. The position peaked at $104K in Q3 2018. 691 funds tracked by Wall St. Rank hold BR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 800 Broadridge shares in Q3 2019, an estimated $102K.
YorkBridge Wealth Partners first reported a position in Broadridge in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Broadridge position peaked at $104K in Q3 2018.
691 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

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