YorkBridge Wealth Partners’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,000	Closed	-$41K	–	791
2018 Q3	$41K	Hold	1,000	–	–	0.02%	381
2018 Q2	$39K	Sell	1,000 -2,000	-67%	-$78.7K	0.02%	391
2018 Q1	$115K	Hold	3,000	–	–	0.05%	274
2017 Q4	$99K	Hold	3,000	–	–	0.05%	294
2017 Q3	$78K	Hold	3,000	–	–	0.04%	323
2017 Q2	$78K	Buy	+3,000	New	+$82.5K	0.04%	316

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

YorkBridge Wealth Partners's MB Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 1,000 shares — an estimated $41K sold.

YorkBridge Wealth Partners first reported a position in MB in Q2 2017 and held it in 6 quarters. The position peaked at $115K in Q1 2018. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

YorkBridge Wealth Partners reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,000 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $41K.
YorkBridge Wealth Partners first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's MINDBODY, Inc. Class A Common Stock position peaked at $115K in Q1 2018.
146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.