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YorkBridge Wealth Partners’s Equitable Holdings EQH Stock Holding History

YorkBridge Wealth Partners’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,242
Closed -$26K – 318
2019
Q2 		$26K Buy
1,242
+544
+78% +$11.7K 0.01% 436
2019
Q1 		$14K Buy
698
+237
+51% +$4.52K 0.01% 516
2018
Q4 		$8K Buy
+461
New +$8.99K ﹤0.01% 596

Other funds holding EQH

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Equitable Holdings (EQH) in Q3 2019, closing a stake of 1,242 shares — an estimated $26K sold.

YorkBridge Wealth Partners first reported a position in EQH in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 255 funds tracked by Wall St. Rank hold EQH as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Equitable Holdings position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,242 Equitable Holdings shares in Q3 2019, an estimated $26K.
  • YorkBridge Wealth Partners first reported a position in Equitable Holdings in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Equitable Holdings position peaked at $26K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2019.

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