YorkBridge Wealth Partners’s Interparfums IPAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-55	Closed	-$3K	–	797
2018 Q2	$3K	Hold	55	–	–	﹤0.01%	736
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	722
2017 Q4	$2K	Sell	55 -7	-11%	-$304	﹤0.01%	803
2017 Q3	$3K	Hold	62	–	–	﹤0.01%	740
2017 Q2	$2K	Hold	62	–	–	﹤0.01%	779
2017 Q1	$2K	Hold	62	–	–	﹤0.01%	764
2016 Q4	$2K	Buy	+62	New	+$2.05K	﹤0.01%	754

Other funds holding IPAR

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Interparfums (IPAR) in Q3 2018, closing a stake of 55 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in IPAR in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 179 funds tracked by Wall St. Rank hold IPAR as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Interparfums position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 55 Interparfums shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Interparfums in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Interparfums position peaked at $3K in Q2 2018.
179 funds tracked by Wall St. Rank held Interparfums as of Q3 2018.

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