YorkBridge Wealth Partners’s Motorola Solutions MSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-830	Closed	-$138K	–	480
2019 Q2	$138K	Buy	830 +6	+0.7%	+$904	0.06%	237
2019 Q1	$116K	Buy	824 +106	+15%	+$13.8K	0.05%	255
2018 Q4	$83K	Buy	718 +27	+4%	+$3.35K	0.04%	274
2018 Q3	$89K	Buy	691 +1	+0.1%	+$124	0.04%	301
2018 Q2	$80K	Buy	690 +2	+0.3%	+$220	0.04%	318
2018 Q1	$75K	Hold	688	–	–	0.03%	324
2017 Q4	$70K	Sell	688 -84	-11%	-$7.65K	0.03%	336
2017 Q3	$65K	Buy	772 +2	+0.3%	+$175	0.03%	342
2017 Q2	$67K	Hold	770	–	–	0.04%	334
2017 Q1	$66K	Buy	770 +455	+144%	+$37.2K	0.03%	336
2016 Q4	$26K	Buy	+315	New	+$24.7K	0.02%	436

Other funds holding MSI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Motorola Solutions (MSI) in Q3 2019, closing a stake of 830 shares — an estimated $138K sold.

YorkBridge Wealth Partners first reported a position in MSI in Q4 2016 and held it in 11 quarters. The position peaked at $138K in Q2 2019. 725 funds tracked by Wall St. Rank hold MSI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Motorola Solutions position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 830 Motorola Solutions shares in Q3 2019, an estimated $138K.
YorkBridge Wealth Partners first reported a position in Motorola Solutions in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Motorola Solutions position peaked at $138K in Q2 2019.
725 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2019.

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