YorkBridge Wealth Partners’s First Data Corporation FDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500	Closed	-$14K	–	775
2019 Q2	$14K	Hold	500	–	–	0.01%	509
2019 Q1	$13K	Hold	500	–	–	0.01%	541
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	601
2018 Q3	$12K	Hold	500	–	–	0.01%	591
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	624
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	651
2017 Q4	$8K	Hold	500	–	–	﹤0.01%	658
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	656
2017 Q2	$9K	Buy	+500	New	+$8.37K	﹤0.01%	655

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 500 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in FDC in Q2 2017 and held it in 9 quarters. The position peaked at $14K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 First Data Corporation shares in Q3 2019, an estimated $14K.
YorkBridge Wealth Partners first reported a position in First Data Corporation in Q2 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's First Data Corporation position peaked at $14K in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

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