YWP
CBM

YorkBridge Wealth Partners’s Cambrex Corporation CBM Stock Holding History

YorkBridge Wealth Partners’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,266
Closed -$123K – 895
2018
Q1 		$123K Buy
2,266
+146
+7% +$7.81K 0.06% 261
2017
Q4 		$111K Buy
2,120
+174
+9% +$8.62K 0.05% 273
2017
Q3 		$107K Sell
1,946
-25
-1% -$1.38K 0.06% 264
2017
Q2 		$118K Buy
1,971
+97
+5% +$5.45K 0.06% 239
2017
Q1 		$106K Buy
1,874
+315
+20% +$16.8K 0.06% 248
2016
Q4 		$78K Buy
+1,559
New +$74.8K 0.05% 283

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

YorkBridge Wealth Partners's CBM Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Cambrex Corporation (CBM) in Q2 2018, closing a stake of 2,266 shares — an estimated $123K sold.

YorkBridge Wealth Partners first reported a position in CBM in Q4 2016 and held it in 6 quarters. The position peaked at $123K in Q1 2018. 255 funds tracked by Wall St. Rank hold CBM as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Cambrex Corporation position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,266 Cambrex Corporation shares in Q2 2018, an estimated $123K.
  • YorkBridge Wealth Partners first reported a position in Cambrex Corporation in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Cambrex Corporation position peaked at $123K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held Cambrex Corporation as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.