YorkBridge Wealth Partners’s Capital One COF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-346	Closed	-$26K	–	753
2018 Q4	$26K	Hold	346	–	–	0.01%	402
2018 Q3	$33K	Sell	346 -71	-17%	-$6.91K	0.02%	407
2018 Q2	$38K	Hold	417	–	–	0.02%	392
2018 Q1	$40K	Hold	417	–	–	0.02%	390
2017 Q4	$40K	Sell	417 -77	-16%	-$7.03K	0.02%	394
2017 Q3	$42K	Hold	494	–	–	0.02%	396
2017 Q2	$41K	Hold	494	–	–	0.02%	392
2017 Q1	$41K	Sell	494 -36	-7%	-$3.21K	0.02%	391
2016 Q4	$45K	Buy	+530	New	+$42.7K	0.03%	367

Other funds holding COF

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

YorkBridge Wealth Partners's COF Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Capital One (COF) in Q1 2019, closing a stake of 346 shares — an estimated $26K sold.

YorkBridge Wealth Partners first reported a position in COF in Q4 2016 and held it in 9 quarters. The position peaked at $45K in Q4 2016. 904 funds tracked by Wall St. Rank hold COF as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Capital One position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 346 Capital One shares in Q1 2019, an estimated $26K.
YorkBridge Wealth Partners first reported a position in Capital One in Q4 2016 and held it in 9 quarters.
YorkBridge Wealth Partners's Capital One position peaked at $45K in Q4 2016.
904 funds tracked by Wall St. Rank held Capital One as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.