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YorkBridge Wealth Partners’s Fabrinet FN Stock Holding History

YorkBridge Wealth Partners’s Portfolio FN Stock Details FN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-162
Closed -$4K – 852
2017
Q4 		$4K Sell
162
-2,015
-93% -$66.7K ﹤0.01% 721
2017
Q3 		$81K Sell
2,177
-550
-20% -$22.5K 0.04% 317
2017
Q2 		$117K Buy
2,727
+338
+14% +$12.7K 0.06% 242
2017
Q1 		$84K Buy
2,389
+2,149
+895% +$89.3K 0.04% 302
2016
Q4 		$11K Buy
+240
New +$10K 0.01% 567

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Wellington Management Group
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Vanguard Group
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VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Fabrinet (FN) in Q1 2018, closing a stake of 162 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in FN in Q4 2016 and held it in 5 quarters. The position peaked at $117K in Q2 2017. 185 funds tracked by Wall St. Rank hold FN as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Fabrinet position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 162 Fabrinet shares in Q1 2018, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Fabrinet in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Fabrinet position peaked at $117K in Q2 2017.
  • 185 funds tracked by Wall St. Rank held Fabrinet as of Q1 2018.

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