YorkBridge Wealth Partners’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-155	Closed	-$17K	–	248
2019 Q2	$17K	Sell	155 -50	-24%	-$5.18K	0.01%	490
2019 Q1	$20K	Hold	205	–	–	0.01%	464
2018 Q4	$18K	Hold	205	–	–	0.01%	484
2018 Q3	$23K	Hold	205	–	–	0.01%	492
2018 Q2	$23K	Hold	205	–	–	0.01%	497
2018 Q1	$21K	Hold	205	–	–	0.01%	507
2017 Q4	$21K	Hold	205	–	–	0.01%	500
2017 Q3	$21K	Hold	205	–	–	0.01%	507
2017 Q2	$20K	Hold	205	–	–	0.01%	509
2017 Q1	$18K	Hold	205	–	–	0.01%	528
2016 Q4	$16K	Buy	+205	New	+$15.4K	0.01%	495

Other funds holding CE

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Celanese (CE) in Q3 2019, closing a stake of 155 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in CE in Q4 2016 and held it in 11 quarters. The position peaked at $23K in Q3 2018. 560 funds tracked by Wall St. Rank hold CE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Celanese position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 155 Celanese shares in Q3 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Celanese in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Celanese position peaked at $23K in Q3 2018.
560 funds tracked by Wall St. Rank held Celanese as of Q3 2019.

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