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YorkBridge Wealth Partners’s EastGroup Properties EGP Stock Holding History

YorkBridge Wealth Partners’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-101
Closed -$12K – 307
2019
Q2 		$12K Sell
101
-31
-23% -$3.51K 0.01% 518
2019
Q1 		$15K Buy
+132
New +$13.7K 0.01% 503
2018
Q3 		– Sell
-32
Closed -$3K – 778
2018
Q2 		$3K Hold
32
– – ﹤0.01% 727
2018
Q1 		$3K Hold
32
– – ﹤0.01% 714
2017
Q4 		$3K Buy
+32
New +$2.91K ﹤0.01% 746

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of EastGroup Properties (EGP) in Q3 2019, closing a stake of 101 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in EGP in Q4 2017 and held it in 5 quarters. The position peaked at $15K in Q1 2019. 297 funds tracked by Wall St. Rank hold EGP as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining EastGroup Properties position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 101 EastGroup Properties shares in Q3 2019, an estimated $12K.
  • YorkBridge Wealth Partners first reported a position in EastGroup Properties in Q4 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's EastGroup Properties position peaked at $15K in Q1 2019.
  • 297 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2019.

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