YorkBridge Wealth Partners’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-588	Closed	-$38K	–	287
2019 Q2	$38K	Buy	588 +7	+1%	+$446	0.02%	397
2019 Q1	$37K	Hold	581	–	–	0.02%	389
2018 Q4	$36K	Hold	581	–	–	0.02%	360
2018 Q3	$40K	Sell	581 -103	-15%	-$6.91K	0.02%	382
2018 Q2	$42K	Hold	684	–	–	0.02%	380
2018 Q1	$46K	Sell	684 -47	-6%	-$3.02K	0.02%	376
2017 Q4	$45K	Sell	731 -286	-28%	-$17.3K	0.02%	382
2017 Q3	$58K	Sell	1,017 -122	-11%	-$6.39K	0.03%	360
2017 Q2	$56K	Hold	1,139	–	–	0.03%	360
2017 Q1	$59K	Buy	1,139 +20	+2%	+$990	0.03%	347
2016 Q4	$53K	Buy	+1,119	New	+$53.9K	0.03%	347

Other funds holding DLB

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YorkBridge Wealth Partners's DLB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Dolby (DLB) in Q3 2019, closing a stake of 588 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in DLB in Q4 2016 and held it in 11 quarters. The position peaked at $59K in Q1 2017. 296 funds tracked by Wall St. Rank hold DLB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Dolby position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 588 Dolby shares in Q3 2019, an estimated $38K.
YorkBridge Wealth Partners first reported a position in Dolby in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Dolby position peaked at $59K in Q1 2017.
296 funds tracked by Wall St. Rank held Dolby as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.