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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return