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YorkBridge Wealth Partners’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

YorkBridge Wealth Partners’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-40
Closed -$2K – 893
2016
Q4 		$2K Buy
+40
New +$1.81K ﹤0.01% 749

Other funds holding GII

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

YorkBridge Wealth Partners's GII Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q1 2017, closing a stake of 40 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in GII in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 33 funds tracked by Wall St. Rank hold GII as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 40 State Street SPDR S&P Global Infrastructure ETF shares in Q1 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's State Street SPDR S&P Global Infrastructure ETF position peaked at $2K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.