YorkBridge Wealth Partners’s CenterPoint Energy CNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-330	Closed	-$9K	–	261
2019 Q2	$9K	Hold	330	–	–	﹤0.01%	580
2019 Q1	$10K	Hold	330	–	–	﹤0.01%	590
2018 Q4	$9K	Hold	330	–	–	﹤0.01%	582
2018 Q3	$9K	Hold	330	–	–	﹤0.01%	607
2018 Q2	$9K	Hold	330	–	–	﹤0.01%	626
2018 Q1	$9K	Hold	330	–	–	﹤0.01%	627
2017 Q4	$9K	Hold	330	–	–	﹤0.01%	640
2017 Q3	$10K	Hold	330	–	–	0.01%	630
2017 Q2	$9K	Hold	330	–	–	﹤0.01%	640
2017 Q1	$9K	Sell	330 -100	-23%	-$2.66K	﹤0.01%	629
2016 Q4	$10K	Buy	+430	New	+$10.1K	0.01%	582

Other funds holding CNP

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of CenterPoint Energy (CNP) in Q3 2019, closing a stake of 330 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in CNP in Q4 2016 and held it in 11 quarters. The position peaked at $10K in Q1 2019. 588 funds tracked by Wall St. Rank hold CNP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CenterPoint Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 330 CenterPoint Energy shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in CenterPoint Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CenterPoint Energy position peaked at $10K in Q1 2019.
588 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2019.

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