YorkBridge Wealth Partners’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-100	Closed	-$3K	–	692
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	687
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	686
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	698
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	696
2018 Q2	$2K	Buy	+100	New	+$2.46K	﹤0.01%	805

Other funds holding KOIN

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in KOIN in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 7 funds tracked by Wall St. Rank hold KOIN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 Capital Link Global Fintech Leaders ETF shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Capital Link Global Fintech Leaders ETF position peaked at $3K in Q2 2019.
7 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2019.

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