YorkBridge Wealth Partners’s Flotek Industries FTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-18	Closed	-$1K	–	853
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	815
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	841
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	839
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	830
2017 Q1	$1K	Buy	+18	New	+$1.23K	﹤0.01%	819

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Wilks Brothers Cisco, Texas $35.2M AUM 47.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

YorkBridge Wealth Partners's FTK Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Flotek Industries (FTK) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in FTK in Q1 2017 and held it in 5 quarters. The position peaked at $1K in Q1 2018. 118 funds tracked by Wall St. Rank hold FTK as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Flotek Industries position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 18 Flotek Industries shares in Q2 2018, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Flotek Industries in Q1 2017 and held it in 5 quarters.
YorkBridge Wealth Partners's Flotek Industries position peaked at $1K in Q1 2018.
118 funds tracked by Wall St. Rank held Flotek Industries as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.