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YorkBridge Wealth Partners’s Great Elm Capital Corp GECC Stock Holding History

YorkBridge Wealth Partners’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-111
Closed -$6K – 356
2019
Q2 		$6K Hold
111
– – ﹤0.01% 639
2019
Q1 		$5K Buy
+111
New +$5.43K ﹤0.01% 655

Other funds holding GECC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

YorkBridge Wealth Partners's GECC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Great Elm Capital Corp (GECC) in Q3 2019, closing a stake of 111 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in GECC in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 26 funds tracked by Wall St. Rank hold GECC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Great Elm Capital Corp position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 111 Great Elm Capital Corp shares in Q3 2019, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in Great Elm Capital Corp in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Great Elm Capital Corp position peaked at $6K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.