YorkBridge Wealth Partners’s Hilltop Holdings HTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-90	Closed	-$2K	–	792
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	783
2018 Q1	$2K	Hold	90	–	–	﹤0.01%	778
2017 Q4	$2K	Buy	90 +24	+36%	+$589	﹤0.01%	802
2017 Q3	$2K	Hold	66	–	–	﹤0.01%	782
2017 Q2	$2K	Hold	66	–	–	﹤0.01%	776
2017 Q1	$2K	Buy	+66	New	+$1.84K	﹤0.01%	762

Other funds holding HTH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Hilltop Holdings (HTH) in Q3 2018, closing a stake of 90 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in HTH in Q1 2017 and held it in 6 quarters. The position peaked at $2K in Q2 2018. 149 funds tracked by Wall St. Rank hold HTH as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Hilltop Holdings position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 90 Hilltop Holdings shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Hilltop Holdings in Q1 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Hilltop Holdings position peaked at $2K in Q2 2018.
149 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2018.

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