YWP
HA

YorkBridge Wealth Partners’s Hawaiian Holdings, Inc. HA Stock Holding History

YorkBridge Wealth Partners’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-291
Closed -$14K – 922
2017
Q2 		$14K Hold
291
– – 0.01% 590
2017
Q1 		$16K Buy
291
+98
+51% +$5.01K 0.01% 561
2016
Q4 		$10K Buy
+193
New +$9.85K 0.01% 597

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's HA Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Hawaiian Holdings, Inc. (HA) in Q3 2017, closing a stake of 291 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in HA in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 280 funds tracked by Wall St. Rank hold HA as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Hawaiian Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 291 Hawaiian Holdings, Inc. shares in Q3 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Hawaiian Holdings, Inc. in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Hawaiian Holdings, Inc. position peaked at $16K in Q1 2017.
  • 280 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.