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YorkBridge Wealth Partners’s Eagle Bancorp EGBN Stock Holding History

YorkBridge Wealth Partners’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-39
Closed -$2K – 777
2018
Q2 		$2K Hold
39
– – ﹤0.01% 773
2018
Q1 		$2K Sell
39
-11
-22% -$681 ﹤0.01% 768
2017
Q4 		$3K Buy
50
+15
+43% +$961 ﹤0.01% 745
2017
Q3 		$2K Sell
35
-9
-20% -$565 ﹤0.01% 774
2017
Q2 		$3K Hold
44
– – ﹤0.01% 733
2017
Q1 		$3K Hold
44
– – ﹤0.01% 722
2016
Q4 		$3K Buy
+44
New +$2.41K ﹤0.01% 710

Other funds holding EGBN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Eagle Bancorp (EGBN) in Q3 2018, closing a stake of 39 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in EGBN in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q4 2017. 170 funds tracked by Wall St. Rank hold EGBN as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Eagle Bancorp position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 39 Eagle Bancorp shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Eagle Bancorp in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Eagle Bancorp position peaked at $3K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2018.

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