YWP
IPS

YorkBridge Wealth Partners’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History

YorkBridge Wealth Partners’s Portfolio IPS Stock Details IPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30
Closed -$1K – 987
2016
Q4 		$1K Buy
+30
New +$1.22K ﹤0.01% 886

Other funds holding IPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's IPS Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of SPDR S&P International Consumer Staples Sector (IPS) in Q1 2017, closing a stake of 30 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in IPS in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 15 funds tracked by Wall St. Rank hold IPS as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining SPDR S&P International Consumer Staples Sector position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 30 SPDR S&P International Consumer Staples Sector shares in Q1 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in SPDR S&P International Consumer Staples Sector in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's SPDR S&P International Consumer Staples Sector position peaked at $1K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held SPDR S&P International Consumer Staples Sector as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.