YorkBridge Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$19K	–	747
2018 Q3	$19K	Hold	250	–	–	0.01%	530
2018 Q2	$18K	Hold	250	–	–	0.01%	555
2018 Q1	$18K	Hold	250	–	–	0.01%	553
2017 Q4	$18K	Hold	250	–	–	0.01%	545
2017 Q3	$17K	Hold	250	–	–	0.01%	560
2017 Q2	$17K	Hold	250	–	–	0.01%	551
2017 Q1	$15K	Hold	250	–	–	0.01%	567
2016 Q4	$14K	Buy	+250	New	+$13.8K	0.01%	517

Other funds holding ICE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

YorkBridge Wealth Partners's ICE Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Intercontinental Exchange (ICE) in Q4 2018, closing a stake of 250 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in ICE in Q4 2016 and held it in 8 quarters. The position peaked at $19K in Q3 2018. 879 funds tracked by Wall St. Rank hold ICE as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Intercontinental Exchange position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 Intercontinental Exchange shares in Q4 2018, an estimated $19K.
YorkBridge Wealth Partners first reported a position in Intercontinental Exchange in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Intercontinental Exchange position peaked at $19K in Q3 2018.
879 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.