YorkBridge Wealth Partners’s Fortive FTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-41	Closed	-$2K	–	786
2018 Q2	$2K	Hold	41	–	–	﹤0.01%	779
2018 Q1	$2K	Hold	41	–	–	﹤0.01%	773
2017 Q4	$2K	Hold	41	–	–	﹤0.01%	795
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	776
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	770
2017 Q1	$2K	Hold	41	–	–	﹤0.01%	755
2016 Q4	$1K	Buy	+41	New	+$1.36K	﹤0.01%	830

Other funds holding FTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Fortive (FTV) in Q3 2018, closing a stake of 41 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in FTV in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 838 funds tracked by Wall St. Rank hold FTV as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Fortive position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 41 Fortive shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Fortive in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Fortive position peaked at $2K in Q2 2018.
838 funds tracked by Wall St. Rank held Fortive as of Q3 2018.

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