YorkBridge Wealth Partners’s Installed Building Products IBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-47	Closed	-$3K	–	795
2018 Q2	$3K	Hold	47	–	–	﹤0.01%	734
2018 Q1	$2K	Hold	47	–	–	﹤0.01%	781
2017 Q4	$3K	Buy	47 +12	+34%	+$831	﹤0.01%	752
2017 Q3	$2K	Buy	35 +6	+21%	+$336	﹤0.01%	783
2017 Q2	$2K	Buy	+29	New	+$1.49K	﹤0.01%	777

Other funds holding IBP

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

YorkBridge Wealth Partners sold out of Installed Building Products (IBP) in Q3 2018, closing a stake of 47 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in IBP in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2018. 138 funds tracked by Wall St. Rank hold IBP as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Installed Building Products position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 47 Installed Building Products shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Installed Building Products in Q2 2017 and held it in 5 quarters.
YorkBridge Wealth Partners's Installed Building Products position peaked at $3K in Q2 2018.
138 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2018.

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