YWP
HZN

YorkBridge Wealth Partners’s Horizon Global Corporation HZN Stock Holding History

YorkBridge Wealth Partners’s Portfolio HZN Stock Details HZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,143
Closed -$17K – 923
2017
Q2 		$17K Hold
1,143
– – 0.01% 557
2017
Q1 		$16K Buy
+1,143
New +$20.9K 0.01% 562

Other funds holding HZN

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BlackRock
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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Horizon Global Corporation (HZN) in Q3 2017, closing a stake of 1,143 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in HZN in Q1 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 116 funds tracked by Wall St. Rank hold HZN as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Horizon Global Corporation position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,143 Horizon Global Corporation shares in Q3 2017, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in Horizon Global Corporation in Q1 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Horizon Global Corporation position peaked at $17K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Horizon Global Corporation as of Q3 2017.

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