YWP
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YorkBridge Wealth Partners’s ICU Medical ICUI Stock Holding History

YorkBridge Wealth Partners’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-15
Closed -$4K – 796
2018
Q2 		$4K Hold
15
– – ﹤0.01% 701
2018
Q1 		$4K Hold
15
– – ﹤0.01% 695
2017
Q4 		$3K Buy
15
+4
+36% +$810 ﹤0.01% 753
2017
Q3 		$2K Sell
11
-3
-21% -$523 ﹤0.01% 784
2017
Q2 		$2K Sell
14
-3
-18% -$481 ﹤0.01% 778
2017
Q1 		$3K Hold
17
– – ﹤0.01% 727
2016
Q4 		$3K Buy
+17
New +$2.46K ﹤0.01% 714

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of ICU Medical (ICUI) in Q3 2018, closing a stake of 15 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in ICUI in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 352 funds tracked by Wall St. Rank hold ICUI as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining ICU Medical position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 15 ICU Medical shares in Q3 2018, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in ICU Medical in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's ICU Medical position peaked at $4K in Q2 2018.
  • 352 funds tracked by Wall St. Rank held ICU Medical as of Q3 2018.

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