YWP
NTAP icon

YorkBridge Wealth Partners’s NetApp NTAP Stock Holding History

YorkBridge Wealth Partners’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-254
Closed -$11K – 891
2017
Q3 		$11K Hold
254
– – 0.01% 625
2017
Q2 		$10K Hold
254
– – 0.01% 627
2017
Q1 		$10K Buy
+254
New +$10K 0.01% 617

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's NTAP Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of NetApp (NTAP) in Q4 2017, closing a stake of 254 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in NTAP in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2017. 546 funds tracked by Wall St. Rank hold NTAP as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining NetApp position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 254 NetApp shares in Q4 2017, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in NetApp in Q1 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's NetApp position peaked at $11K in Q3 2017.
  • 546 funds tracked by Wall St. Rank held NetApp as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.