YorkBridge Wealth Partners’s Dover DOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-56	Closed	-$4K	–	774
2018 Q2	$4K	Sell	56 -13	-19%	-$995	﹤0.01%	698
2018 Q1	$5K	Hold	69	–	–	﹤0.01%	681
2017 Q4	$6K	Hold	69	–	–	﹤0.01%	683
2017 Q3	$5K	Hold	69	–	–	﹤0.01%	706
2017 Q2	$5K	Hold	69	–	–	﹤0.01%	700
2017 Q1	$4K	Hold	69	–	–	﹤0.01%	706
2016 Q4	$4K	Buy	+69	New	+$3.99K	﹤0.01%	692

Other funds holding DOV

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Dover (DOV) in Q3 2018, closing a stake of 56 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in DOV in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 660 funds tracked by Wall St. Rank hold DOV as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Dover position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 56 Dover shares in Q3 2018, an estimated $4K.
YorkBridge Wealth Partners first reported a position in Dover in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Dover position peaked at $6K in Q4 2017.
660 funds tracked by Wall St. Rank held Dover as of Q3 2018.

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