YorkBridge Wealth Partners’s Bottomline Technologies Inc EPAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-304	Closed	-$15K	–	783
2018 Q4	$15K	Sell	304 -112	-27%	-$6.48K	0.01%	526
2018 Q3	$30K	Sell	416 -196	-32%	-$12K	0.01%	426
2018 Q2	$30K	Sell	612 -94	-13%	-$4.19K	0.01%	438
2018 Q1	$28K	Buy	706 +89	+14%	+$3.32K	0.01%	448
2017 Q4	$22K	Buy	617 +559	+964%	+$18.7K	0.01%	492
2017 Q3	$2K	Hold	58	–	–	﹤0.01%	814
2017 Q2	$1K	Hold	58	–	–	﹤0.01%	859
2017 Q1	$1K	Hold	58	–	–	﹤0.01%	849
2016 Q4	$1K	Buy	+58	New	+$1.38K	﹤0.01%	864

Other funds holding EPAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

VEPM

Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return

YorkBridge Wealth Partners's EPAY Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Bottomline Technologies Inc (EPAY) in Q1 2019, closing a stake of 304 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in EPAY in Q4 2016 and held it in 9 quarters. The position peaked at $30K in Q3 2018. 221 funds tracked by Wall St. Rank hold EPAY as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Bottomline Technologies Inc position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 304 Bottomline Technologies Inc shares in Q1 2019, an estimated $15K.
YorkBridge Wealth Partners first reported a position in Bottomline Technologies Inc in Q4 2016 and held it in 9 quarters.
YorkBridge Wealth Partners's Bottomline Technologies Inc position peaked at $30K in Q3 2018.
221 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.