YWP
NP

YorkBridge Wealth Partners’s Neenah, Inc. Common Stock NP Stock Holding History

YorkBridge Wealth Partners’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-29
Closed -$2K – 856
2018
Q2 		$2K Hold
29
– – ﹤0.01% 809
2018
Q1 		$2K Hold
29
– – ﹤0.01% 804
2017
Q4 		$3K Buy
29
+8
+38% +$701 ﹤0.01% 777
2017
Q3 		$2K Hold
21
– – ﹤0.01% 813
2017
Q2 		$2K Sell
21
-226
-91% -$17.5K ﹤0.01% 806
2017
Q1 		$19K Buy
247
+116
+89% +$9.17K 0.01% 522
2016
Q4 		$11K Buy
+131
New +$10.9K 0.01% 575

Other funds holding NP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's NP Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Neenah, Inc. Common Stock (NP) in Q3 2018, closing a stake of 29 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in NP in Q4 2016 and held it in 7 quarters. The position peaked at $19K in Q1 2017. 199 funds tracked by Wall St. Rank hold NP as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Neenah, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 29 Neenah, Inc. Common Stock shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Neenah, Inc. Common Stock in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Neenah, Inc. Common Stock position peaked at $19K in Q1 2017.
  • 199 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.