YorkBridge Wealth Partners’s Carter's CRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,193	Closed	-$129K	–	768
2018 Q2	$129K	Buy	1,193 +46	+4%	+$4.95K	0.06%	247
2018 Q1	$124K	Buy	1,147 +59	+5%	+$6.86K	0.06%	257
2017 Q4	$128K	Buy	1,088 +9	+0.8%	+$932	0.06%	234
2017 Q3	$107K	Buy	1,079 +3	+0.3%	+$267	0.06%	262
2017 Q2	$97K	Buy	1,076 +67	+7%	+$5.89K	0.05%	276
2017 Q1	$93K	Buy	1,009 +306	+44%	+$26.4K	0.05%	275
2016 Q4	$65K	Buy	+703	New	+$62.8K	0.04%	319

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Carter's (CRI) in Q3 2018, closing a stake of 1,193 shares — an estimated $129K sold.

YorkBridge Wealth Partners first reported a position in CRI in Q4 2016 and held it in 7 quarters. The position peaked at $129K in Q2 2018. 332 funds tracked by Wall St. Rank hold CRI as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Carter's position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,193 Carter's shares in Q3 2018, an estimated $129K.
YorkBridge Wealth Partners first reported a position in Carter's in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Carter's position peaked at $129K in Q2 2018.
332 funds tracked by Wall St. Rank held Carter's as of Q3 2018.

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