YorkBridge Wealth Partners’s FCB Financial Holdings, Inc. FCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-867	Closed	-$51K	–	880
2018 Q2	$51K	Hold	867	–	–	0.02%	363
2018 Q1	$46K	Sell	867 -11	-1%	-$601	0.02%	378
2017 Q4	$47K	Buy	878 +19	+2%	+$932	0.02%	378
2017 Q3	$41K	Hold	859	–	–	0.02%	398
2017 Q2	$42K	Hold	859	–	–	0.02%	389
2017 Q1	$41K	Hold	859	–	–	0.02%	393
2016 Q4	$37K	Buy	+859	New	+$35.6K	0.02%	396

Other funds holding FCB

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of FCB Financial Holdings, Inc. (FCB) in Q3 2018, closing a stake of 867 shares — an estimated $51K sold.

YorkBridge Wealth Partners first reported a position in FCB in Q4 2016 and held it in 7 quarters. The position peaked at $51K in Q2 2018. 189 funds tracked by Wall St. Rank hold FCB as of Q3 2018.

YorkBridge Wealth Partners reported no remaining FCB Financial Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 867 FCB Financial Holdings, Inc. shares in Q3 2018, an estimated $51K.
YorkBridge Wealth Partners first reported a position in FCB Financial Holdings, Inc. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's FCB Financial Holdings, Inc. position peaked at $51K in Q2 2018.
189 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q3 2018.

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