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YorkBridge Wealth Partners’s Dillards DDS Stock Holding History

YorkBridge Wealth Partners’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$80K – 847
2018
Q1 		$80K Hold
1,000
– – 0.04% 318
2017
Q4 		$61K Hold
1,000
– – 0.03% 351
2017
Q3 		$56K Buy
+1,000
New +$61.6K 0.03% 364

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LSV Asset Management
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Vanguard Group
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Schroder Investment Management Group
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Bank of New York Mellon
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's DDS Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Dillards (DDS) in Q2 2018, closing a stake of 1,000 shares — an estimated $80K sold.

YorkBridge Wealth Partners first reported a position in DDS in Q3 2017 and held it in 3 quarters. The position peaked at $80K in Q1 2018. 208 funds tracked by Wall St. Rank hold DDS as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Dillards position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,000 Dillards shares in Q2 2018, an estimated $80K.
  • YorkBridge Wealth Partners first reported a position in Dillards in Q3 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Dillards position peaked at $80K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Dillards as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.