YorkBridge Wealth Partners’s Fastenal FAST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-424	Closed	-$6K	–	849
2017 Q4	$6K	Hold	424	–	–	﹤0.01%	684
2017 Q3	$5K	Hold	424	–	–	﹤0.01%	710
2017 Q2	$5K	Hold	424	–	–	﹤0.01%	703
2017 Q1	$5K	Hold	424	–	–	﹤0.01%	691
2016 Q4	$5K	Buy	+424	New	+$4.65K	﹤0.01%	677

Other funds holding FAST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's FAST Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Fastenal (FAST) in Q1 2018, closing a stake of 424 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in FAST in Q4 2016 and held it in 5 quarters. The position peaked at $6K in Q4 2017. 726 funds tracked by Wall St. Rank hold FAST as of Q1 2018.

YorkBridge Wealth Partners reported no remaining Fastenal position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 424 Fastenal shares in Q1 2018, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Fastenal in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's Fastenal position peaked at $6K in Q4 2017.
726 funds tracked by Wall St. Rank held Fastenal as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.