YWP
LLTC

YorkBridge Wealth Partners’s Linear Technology Corp LLTC Stock Holding History

YorkBridge Wealth Partners’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-809
Closed -$51K – 968
2016
Q4 		$51K Buy
+809
New +$49.3K 0.03% 350

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Nordea Investment Management
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YorkBridge Wealth Partners's LLTC Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 809 shares — an estimated $51K sold.

YorkBridge Wealth Partners first reported a position in LLTC in Q4 2016 and held it in 1 quarter. The position peaked at $51K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 809 Linear Technology Corp shares in Q1 2017, an estimated $51K.
  • YorkBridge Wealth Partners first reported a position in Linear Technology Corp in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Linear Technology Corp position peaked at $51K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.