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YorkBridge Wealth Partners’s Entergy ETR Stock Holding History

YorkBridge Wealth Partners’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-132
Closed -$5K – 782
2018
Q2 		$5K Hold
132
– – ﹤0.01% 683
2018
Q1 		$5K Hold
132
– – ﹤0.01% 683
2017
Q4 		$5K Hold
132
– – ﹤0.01% 703
2017
Q3 		$5K Hold
132
– – ﹤0.01% 709
2017
Q2 		$5K Hold
132
– – ﹤0.01% 702
2017
Q1 		$5K Hold
132
– – ﹤0.01% 690
2016
Q4 		$5K Buy
+132
New +$4.73K ﹤0.01% 676

Other funds holding ETR

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Entergy (ETR) in Q3 2018, closing a stake of 132 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in ETR in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 615 funds tracked by Wall St. Rank hold ETR as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Entergy position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 132 Entergy shares in Q3 2018, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Entergy in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Entergy position peaked at $5K in Q2 2018.
  • 615 funds tracked by Wall St. Rank held Entergy as of Q3 2018.

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