YorkBridge Wealth Partners’s Korn Ferry KFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-40	Closed	-$2K	–	798
2018 Q2	$2K	Buy	+40	New	+$2.25K	﹤0.01%	786

Other funds holding KFY

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Korn Ferry (KFY) in Q3 2018, closing a stake of 40 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in KFY in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 263 funds tracked by Wall St. Rank hold KFY as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Korn Ferry position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 40 Korn Ferry shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Korn Ferry in Q2 2018 and held it in 1 quarter.
YorkBridge Wealth Partners's Korn Ferry position peaked at $2K in Q2 2018.
263 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2018.

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