YorkBridge Wealth Partners’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-900	Closed	-$49K	–	441
2019 Q2	$49K	Hold	900	–	–	0.02%	370
2019 Q1	$43K	Hold	900	–	–	0.02%	373
2018 Q4	$41K	Hold	900	–	–	0.02%	349
2018 Q3	$45K	Hold	900	–	–	0.02%	367
2018 Q2	$43K	Hold	900	–	–	0.02%	378
2018 Q1	$45K	Hold	900	–	–	0.02%	380
2017 Q4	$43K	Buy	+900	New	+$44.5K	0.02%	388
2017 Q1	–	Sell	-900	Closed	-$40K	–	901
2016 Q4	$40K	Buy	+900	New	+$39.5K	0.02%	385

Other funds holding L

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Loews (L) in Q3 2019, closing a stake of 900 shares — an estimated $49K sold.

YorkBridge Wealth Partners first reported a position in L in Q4 2016 and held it in 8 quarters. The position peaked at $49K in Q2 2019. 479 funds tracked by Wall St. Rank hold L as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Loews position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 900 Loews shares in Q3 2019, an estimated $49K.
YorkBridge Wealth Partners first reported a position in Loews in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Loews position peaked at $49K in Q2 2019.
479 funds tracked by Wall St. Rank held Loews as of Q3 2019.

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