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YorkBridge Wealth Partners’s Methode Electronics MEI Stock Holding History

YorkBridge Wealth Partners’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$2K – 862
2018
Q1 		$2K Sell
50
-14
-22% -$567 ﹤0.01% 785
2017
Q4 		$3K Buy
64
+26
+68% +$1.16K ﹤0.01% 764
2017
Q3 		$2K Hold
38
– – ﹤0.01% 793
2017
Q2 		$2K Sell
38
-18
-32% -$751 ﹤0.01% 787
2017
Q1 		$2K Buy
56
+8
+17% +$341 ﹤0.01% 774
2016
Q4 		$2K Buy
+48
New +$1.76K ﹤0.01% 766

Other funds holding MEI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Methode Electronics (MEI) in Q2 2018, closing a stake of 50 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in MEI in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 218 funds tracked by Wall St. Rank hold MEI as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Methode Electronics position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 50 Methode Electronics shares in Q2 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Methode Electronics in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Methode Electronics position peaked at $3K in Q4 2017.
  • 218 funds tracked by Wall St. Rank held Methode Electronics as of Q2 2018.

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