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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

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Wellington Management Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return