YWP
CMD

YorkBridge Wealth Partners’s Cantel Medical Corporation CMD Stock Holding History

YorkBridge Wealth Partners’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-35
Closed -$3K – 865
2018
Q2 		$3K Buy
35
+4
+13% +$447 ﹤0.01% 759
2018
Q1 		$3K Hold
31
– – ﹤0.01% 753
2017
Q4 		$3K Buy
31
+4
+15% +$398 ﹤0.01% 779
2017
Q3 		$3K Hold
27
– – ﹤0.01% 761
2017
Q2 		$2K Hold
27
– – ﹤0.01% 809
2017
Q1 		$2K Hold
27
– – ﹤0.01% 797
2016
Q4 		$2K Buy
+27
New +$2.1K ﹤0.01% 795

Other funds holding CMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's CMD Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Cantel Medical Corporation (CMD) in Q3 2018, closing a stake of 35 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in CMD in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 286 funds tracked by Wall St. Rank hold CMD as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Cantel Medical Corporation position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 35 Cantel Medical Corporation shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Cantel Medical Corporation in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Cantel Medical Corporation position peaked at $3K in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.