YWP
MASI

YorkBridge Wealth Partners’s Masimo MASI Stock Holding History

YorkBridge Wealth Partners’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-222
Closed -$19K – 861
2018
Q1 		$19K Buy
222
+42
+23% +$3.66K 0.01% 539
2017
Q4 		$16K Hold
180
– – 0.01% 578
2017
Q3 		$16K Hold
180
– – 0.01% 573
2017
Q2 		$16K Hold
180
– – 0.01% 563
2017
Q1 		$19K Buy
180
+22
+14% +$1.81K 0.01% 519
2016
Q4 		$10K Buy
+158
New +$9.71K 0.01% 589

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

YorkBridge Wealth Partners's MASI Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Masimo (MASI) in Q2 2018, closing a stake of 222 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in MASI in Q4 2016 and held it in 6 quarters. The position peaked at $19K in Q1 2018. 339 funds tracked by Wall St. Rank hold MASI as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Masimo position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 222 Masimo shares in Q2 2018, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in Masimo in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Masimo position peaked at $19K in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Masimo as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.