YorkBridge Wealth Partners’s Lydall, Inc. LDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-45	Closed	-$2K	–	861
2018 Q2	$2K	Sell	45 -10	-18%	-$438	﹤0.01%	810
2018 Q1	$3K	Sell	55 -294	-84%	-$14.1K	﹤0.01%	752
2017 Q4	$16K	Buy	349 +5	+1%	+$274	0.01%	585
2017 Q3	$20K	Buy	344 +5	+1%	+$249	0.01%	528
2017 Q2	$18K	Hold	339	–	–	0.01%	540
2017 Q1	$18K	Buy	339 +125	+58%	+$7.09K	0.01%	536
2016 Q4	$13K	Buy	+214	New	+$11.8K	0.01%	545

Other funds holding LDL

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Lydall, Inc. (LDL) in Q3 2018, closing a stake of 45 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in LDL in Q4 2016 and held it in 7 quarters. The position peaked at $20K in Q3 2017. 155 funds tracked by Wall St. Rank hold LDL as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Lydall, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 45 Lydall, Inc. shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Lydall, Inc. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Lydall, Inc. position peaked at $20K in Q3 2017.
155 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2018.

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