YorkBridge Wealth Partners’s Illinois Tool Works ITW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-600	Closed	-$90K	–	408
2019 Q2	$90K	Buy	600 +200	+50%	+$30.2K	0.04%	302
2019 Q1	$57K	Sell	400 -119	-23%	-$16.5K	0.03%	347
2018 Q4	$66K	Hold	519	–	–	0.03%	303
2018 Q3	$74K	Sell	519 -41	-7%	-$5.78K	0.03%	315
2018 Q2	$78K	Hold	560	–	–	0.03%	323
2018 Q1	$87K	Hold	560	–	–	0.04%	309
2017 Q4	$90K	Buy	560 +400	+250%	+$63.8K	0.04%	307
2017 Q3	$24K	Buy	160 +41	+34%	+$5.83K	0.01%	475
2017 Q2	$17K	Hold	119	–	–	0.01%	553
2017 Q1	$16K	Sell	119 -26	-18%	-$3.36K	0.01%	558
2016 Q4	$18K	Buy	+145	New	+$17.5K	0.01%	484

Other funds holding ITW

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

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's ITW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Illinois Tool Works (ITW) in Q3 2019, closing a stake of 600 shares — an estimated $90K sold.

YorkBridge Wealth Partners first reported a position in ITW in Q4 2016 and held it in 11 quarters. The position peaked at $90K in Q2 2019. 1,216 funds tracked by Wall St. Rank hold ITW as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Illinois Tool Works position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 600 Illinois Tool Works shares in Q3 2019, an estimated $90K.
YorkBridge Wealth Partners first reported a position in Illinois Tool Works in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Illinois Tool Works position peaked at $90K in Q2 2019.
1,216 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.