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YorkBridge Wealth Partners’s Forum Energy Technologies FET Stock Holding History

YorkBridge Wealth Partners’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7
Closed -$2K – 784
2018
Q2 		$2K Hold
7
– – ﹤0.01% 778
2018
Q1 		$2K Buy
7
+3
+75% +$836 ﹤0.01% 772
2017
Q4 		$1K Buy
+4
New +$1.14K ﹤0.01% 840

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Forum Energy Technologies (FET) in Q3 2018, closing a stake of 7 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in FET in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 142 funds tracked by Wall St. Rank hold FET as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Forum Energy Technologies position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 7 Forum Energy Technologies shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Forum Energy Technologies in Q4 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Forum Energy Technologies position peaked at $2K in Q2 2018.
  • 142 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2018.

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