YorkBridge Wealth Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-614	Closed	-$118K	–	850
2017 Q4	$118K	Buy	614 +32	+5%	+$6.14K	0.06%	256
2017 Q3	$105K	Buy	582 +16	+3%	+$2.61K	0.05%	272
2017 Q2	$94K	Buy	566 +38	+7%	+$6.21K	0.05%	284
2017 Q1	$86K	Buy	528 +115	+28%	+$20.1K	0.05%	298
2016 Q4	$66K	Buy	+413	New	+$65.9K	0.04%	312

Other funds holding FDS

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

YorkBridge Wealth Partners sold out of Factset (FDS) in Q1 2018, closing a stake of 614 shares — an estimated $118K sold.

YorkBridge Wealth Partners first reported a position in FDS in Q4 2016 and held it in 5 quarters. The position peaked at $118K in Q4 2017. 424 funds tracked by Wall St. Rank hold FDS as of Q1 2018.

YorkBridge Wealth Partners reported no remaining Factset position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 614 Factset shares in Q1 2018, an estimated $118K.
YorkBridge Wealth Partners first reported a position in Factset in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's Factset position peaked at $118K in Q4 2017.
424 funds tracked by Wall St. Rank held Factset as of Q1 2018.

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