YorkBridge Wealth Partners’s CA, Inc. CA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,215	Closed	-$54K	–	803
2018 Q3	$54K	Hold	1,215	–	–	0.02%	349
2018 Q2	$43K	Hold	1,215	–	–	0.02%	379
2018 Q1	$42K	Hold	1,215	–	–	0.02%	387
2017 Q4	$41K	Hold	1,215	–	–	0.02%	393
2017 Q3	$41K	Hold	1,215	–	–	0.02%	399
2017 Q2	$42K	Hold	1,215	–	–	0.02%	390
2017 Q1	$40K	Hold	1,215	–	–	0.02%	396
2016 Q4	$39K	Buy	+1,215	New	+$38.8K	0.02%	393

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

YorkBridge Wealth Partners's CA Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 1,215 shares — an estimated $54K sold.

YorkBridge Wealth Partners first reported a position in CA in Q4 2016 and held it in 8 quarters. The position peaked at $54K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

YorkBridge Wealth Partners reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,215 CA, Inc. shares in Q4 2018, an estimated $54K.
YorkBridge Wealth Partners first reported a position in CA, Inc. in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's CA, Inc. position peaked at $54K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.