YWP
DY icon

YorkBridge Wealth Partners’s Dycom Industries DY Stock Holding History

YorkBridge Wealth Partners’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-203
Closed -$19K – 888
2017
Q2 		$19K Hold
203
– – 0.01% 520
2017
Q1 		$22K Buy
203
+113
+126% +$9.59K 0.01% 485
2016
Q4 		$7K Buy
+90
New +$7.29K ﹤0.01% 643

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

YorkBridge Wealth Partners's DY Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Dycom Industries (DY) in Q3 2017, closing a stake of 203 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in DY in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q1 2017. 301 funds tracked by Wall St. Rank hold DY as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Dycom Industries position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 203 Dycom Industries shares in Q3 2017, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in Dycom Industries in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Dycom Industries position peaked at $22K in Q1 2017.
  • 301 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.