YorkBridge Wealth Partners’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-13,191	Closed	-$653K	–	770
2018 Q2	$653K	Sell	13,191 -250	-2%	-$13.3K	0.29%	84
2018 Q1	$712K	Buy	13,441 +569	+4%	+$31.4K	0.33%	79
2017 Q4	$676K	Buy	12,872 +30	+0.2%	+$1.57K	0.33%	78
2017 Q3	$619K	Buy	12,842 +3,615	+39%	+$180K	0.32%	76
2017 Q2	$499K	Hold	9,227	–	–	0.27%	86
2017 Q1	$441K	Sell	9,227 -4,180	-31%	-$204K	0.23%	91
2016 Q4	$660K	Buy	+13,407	New	+$611K	0.39%	71

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Delta Air Lines (DAL) in Q3 2018, closing a stake of 13,191 shares — an estimated $653K sold.

YorkBridge Wealth Partners first reported a position in DAL in Q4 2016 and held it in 7 quarters. The position peaked at $712K in Q1 2018. 978 funds tracked by Wall St. Rank hold DAL as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Delta Air Lines position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 13,191 Delta Air Lines shares in Q3 2018, an estimated $653K.
YorkBridge Wealth Partners first reported a position in Delta Air Lines in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Delta Air Lines position peaked at $712K in Q1 2018.
978 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2018.

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