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YorkBridge Wealth Partners’s MKS Inc MKSI Stock Holding History

YorkBridge Wealth Partners’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10
Closed -$1K – 763
2018
Q4 		$1K Sell
10
-1,141
-99% -$82.5K ﹤0.01% 712
2018
Q3 		$93K Sell
1,151
-288
-20% -$26.3K 0.04% 295
2018
Q2 		$138K Buy
1,439
+49
+4% +$5.34K 0.06% 233
2018
Q1 		$163K Buy
1,390
+1,197
+620% +$131K 0.08% 206
2017
Q4 		$20K Sell
193
-80
-29% -$7.97K 0.01% 520
2017
Q3 		$26K Sell
273
-6
-2% -$491 0.01% 463
2017
Q2 		$19K Sell
279
-17
-6% -$1.29K 0.01% 525
2017
Q1 		$24K Buy
296
+96
+48% +$6.32K 0.01% 464
2016
Q4 		$12K Buy
+200
New +$10.8K 0.01% 558

Other funds holding MKSI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

YorkBridge Wealth Partners's MKSI Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of MKS Inc (MKSI) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in MKSI in Q4 2016 and held it in 9 quarters. The position peaked at $163K in Q1 2018. 333 funds tracked by Wall St. Rank hold MKSI as of Q1 2019.

  • YorkBridge Wealth Partners reported no remaining MKS Inc position as of Q1 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 10 MKS Inc shares in Q1 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in MKS Inc in Q4 2016 and held it in 9 quarters.
  • YorkBridge Wealth Partners's MKS Inc position peaked at $163K in Q1 2018.
  • 333 funds tracked by Wall St. Rank held MKS Inc as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.