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YorkBridge Wealth Partners’s Marcus Corp MCS Stock Holding History

YorkBridge Wealth Partners’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-196
Closed -$6K – 464
2019
Q2 		$6K Sell
196
-105
-35% -$3.86K ﹤0.01% 644
2019
Q1 		$12K Sell
301
-266
-47% -$11K 0.01% 554
2018
Q4 		$22K Sell
567
-178
-24% -$7.36K 0.01% 442
2018
Q3 		$31K Buy
745
+7
+0.9% +$266 0.01% 419
2018
Q2 		$24K Buy
738
+24
+3% +$756 0.01% 490
2018
Q1 		$22K Buy
714
+10
+1% +$274 0.01% 498
2017
Q4 		$18K Buy
704
+161
+30% +$4.43K 0.01% 547
2017
Q3 		$15K Buy
543
+8
+1% +$215 0.01% 589
2017
Q2 		$16K Buy
+535
New +$17.3K 0.01% 564

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Marcus Corp (MCS) in Q3 2019, closing a stake of 196 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in MCS in Q2 2017 and held it in 9 quarters. The position peaked at $31K in Q3 2018. 177 funds tracked by Wall St. Rank hold MCS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Marcus Corp position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 196 Marcus Corp shares in Q3 2019, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in Marcus Corp in Q2 2017 and held it in 9 quarters.
  • YorkBridge Wealth Partners's Marcus Corp position peaked at $31K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2019.

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