YorkBridge Wealth Partners’s ClearBridge American Energy MLP CBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,400	Closed	-$27K	–	807
2018 Q3	$27K	Sell	3,400 -165	-5%	-$1.32K	0.01%	454
2018 Q2	$27K	Hold	3,565	–	–	0.01%	460
2018 Q1	$25K	Hold	3,565	–	–	0.01%	478
2017 Q4	$31K	Hold	3,565	–	–	0.02%	427
2017 Q3	$31K	Sell	3,565 -2,858	-44%	-$24.5K	0.02%	437
2017 Q2	$59K	Sell	6,423 -3,800	-37%	-$35.4K	0.03%	357
2017 Q1	$99K	Sell	10,223 -3,000	-23%	-$29.4K	0.05%	266
2016 Q4	$116K	Buy	+13,223	New	+$116K	0.07%	222

Other funds holding CBA

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 3,400 shares — an estimated $27K sold.

YorkBridge Wealth Partners first reported a position in CBA in Q4 2016 and held it in 8 quarters. The position peaked at $116K in Q4 2016. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

YorkBridge Wealth Partners reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,400 ClearBridge American Energy MLP shares in Q4 2018, an estimated $27K.
YorkBridge Wealth Partners first reported a position in ClearBridge American Energy MLP in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's ClearBridge American Energy MLP position peaked at $116K in Q4 2016.
1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

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