YWP
FOE

YorkBridge Wealth Partners’s Ferro Corporation FOE Stock Holding History

YorkBridge Wealth Partners’s Portfolio FOE Stock Details FOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-554
Closed -$10K – 776
2019
Q1 		$10K Sell
554
-491
-47% -$8.66K ﹤0.01% 599
2018
Q4 		$16K Hold
1,045
– – 0.01% 514
2018
Q3 		$24K Hold
1,045
– – 0.01% 485
2018
Q2 		$22K Buy
1,045
+34
+3% +$748 0.01% 521
2018
Q1 		$24K Buy
1,011
+145
+17% +$3.36K 0.01% 482
2017
Q4 		$19K Sell
866
-29
-3% -$686 0.01% 538
2017
Q3 		$20K Hold
895
– – 0.01% 527
2017
Q2 		$16K Sell
895
-354
-28% -$6.06K 0.01% 567
2017
Q1 		$23K Buy
+1,249
New +$17.9K 0.01% 480

Other funds holding FOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's FOE Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of Ferro Corporation (FOE) in Q2 2019, closing a stake of 554 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in FOE in Q1 2017 and held it in 9 quarters. The position peaked at $24K in Q3 2018. 177 funds tracked by Wall St. Rank hold FOE as of Q2 2019.

  • YorkBridge Wealth Partners reported no remaining Ferro Corporation position as of Q2 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 554 Ferro Corporation shares in Q2 2019, an estimated $10K.
  • YorkBridge Wealth Partners first reported a position in Ferro Corporation in Q1 2017 and held it in 9 quarters.
  • YorkBridge Wealth Partners's Ferro Corporation position peaked at $24K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Ferro Corporation as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.