YWP
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YorkBridge Wealth Partners’s Ericsson ERIC Stock Holding History

YorkBridge Wealth Partners’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-267
Closed -$2K – 883
2017
Q1 		$2K Hold
267
– – ﹤0.01% 754
2016
Q4 		$1K Buy
+267
New +$1.47K ﹤0.01% 829

Other funds holding ERIC

Hotchkis & Wiley Capital Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

YorkBridge Wealth Partners's ERIC Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Ericsson (ERIC) in Q2 2017, closing a stake of 267 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in ERIC in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 204 funds tracked by Wall St. Rank hold ERIC as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Ericsson position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 267 Ericsson shares in Q2 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Ericsson in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Ericsson position peaked at $2K in Q1 2017.
  • 204 funds tracked by Wall St. Rank held Ericsson as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.