YorkBridge Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,495	Closed	-$116K	–	246
2019 Q2	$116K	Sell	2,495 -18	-0.7%	-$942	0.05%	263
2019 Q1	$127K	Sell	2,513 -123	-5%	-$6.82K	0.06%	240
2018 Q4	$130K	Buy	2,636 +51	+2%	+$2.92K	0.07%	209
2018 Q3	$164K	Sell	2,585 -59	-2%	-$3.58K	0.08%	196
2018 Q2	$152K	Hold	2,644	–	–	0.07%	210
2018 Q1	$169K	Sell	2,644 -38	-1%	-$2.58K	0.08%	197
2017 Q4	$182K	Sell	2,682 -244	-8%	-$16.2K	0.09%	182
2017 Q3	$189K	Hold	2,926	–	–	0.1%	179
2017 Q2	$191K	Buy	2,926 +40	+1%	+$2.49K	0.1%	177
2017 Q1	$181K	Sell	2,886 -77	-3%	-$4.31K	0.09%	177
2016 Q4	$156K	Buy	+2,963	New	+$148K	0.09%	180

Other funds holding CCL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YorkBridge Wealth Partners's CCL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Carnival Corporation Ltd (CCL) in Q3 2019, closing a stake of 2,495 shares — an estimated $116K sold.

YorkBridge Wealth Partners first reported a position in CCL in Q4 2016 and held it in 11 quarters. The position peaked at $191K in Q2 2017. 755 funds tracked by Wall St. Rank hold CCL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Carnival Corporation Ltd position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,495 Carnival Corporation Ltd shares in Q3 2019, an estimated $116K.
YorkBridge Wealth Partners first reported a position in Carnival Corporation Ltd in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Carnival Corporation Ltd position peaked at $191K in Q2 2017.
755 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.