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YorkBridge Wealth Partners’s Caleres CAL Stock Holding History

YorkBridge Wealth Partners’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,000
Closed -$138K – 761
2018
Q2 		$138K Hold
4,000
– – 0.06% 232
2018
Q1 		$139K Sell
4,000
-2,000
-33% -$61.3K 0.06% 224
2017
Q4 		$167K Hold
6,000
– – 0.08% 194
2017
Q3 		$183K Buy
+6,000
New +$162K 0.09% 184

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Franklin Resources
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

YorkBridge Wealth Partners sold out of Caleres (CAL) in Q3 2018, closing a stake of 4,000 shares — an estimated $138K sold.

YorkBridge Wealth Partners first reported a position in CAL in Q3 2017 and held it in 4 quarters. The position peaked at $183K in Q3 2017. 197 funds tracked by Wall St. Rank hold CAL as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Caleres position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,000 Caleres shares in Q3 2018, an estimated $138K.
  • YorkBridge Wealth Partners first reported a position in Caleres in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Caleres position peaked at $183K in Q3 2017.
  • 197 funds tracked by Wall St. Rank held Caleres as of Q3 2018.

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