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YorkBridge Wealth Partners’s Casey's General Stores CASY Stock Holding History

YorkBridge Wealth Partners’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-71
Closed -$9K – 882
2016
Q4 		$9K Buy
+71
New +$8.45K 0.01% 606

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SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
CIC
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YorkBridge Wealth Partners's CASY Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Casey's General Stores (CASY) in Q1 2017, closing a stake of 71 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in CASY in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 309 funds tracked by Wall St. Rank hold CASY as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Casey's General Stores position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 71 Casey's General Stores shares in Q1 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Casey's General Stores in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Casey's General Stores position peaked at $9K in Q4 2016.
  • 309 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.