YWP
HCSG icon

YorkBridge Wealth Partners’s Healthcare Services Group HCSG Stock Holding History

YorkBridge Wealth Partners’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-35
Closed -$2K – 856
2017
Q4 		$2K Hold
35
– – ﹤0.01% 798
2017
Q3 		$2K Hold
35
– – ﹤0.01% 778
2017
Q2 		$2K Hold
35
– – ﹤0.01% 773
2017
Q1 		$2K Hold
35
– – ﹤0.01% 759
2016
Q4 		$1K Buy
+35
New +$1.34K ﹤0.01% 832

Other funds holding HCSG

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

YorkBridge Wealth Partners's HCSG Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Healthcare Services Group (HCSG) in Q1 2018, closing a stake of 35 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in HCSG in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 313 funds tracked by Wall St. Rank hold HCSG as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Healthcare Services Group position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 35 Healthcare Services Group shares in Q1 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Healthcare Services Group in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Healthcare Services Group position peaked at $2K in Q4 2017.
  • 313 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.