YWP
O icon

YorkBridge Wealth Partners’s Realty Income O Stock Holding History

YorkBridge Wealth Partners’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-76
Closed -$4K – 817
2018
Q2 		$4K Hold
76
– – ﹤0.01% 708
2018
Q1 		$4K Hold
76
– – ﹤0.01% 699
2017
Q4 		$4K Buy
76
+9
+13% +$488 ﹤0.01% 730
2017
Q3 		$4K Buy
+67
New +$3.72K ﹤0.01% 728

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Realty Income (O) in Q3 2018, closing a stake of 76 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in O in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 682 funds tracked by Wall St. Rank hold O as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Realty Income position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 76 Realty Income shares in Q3 2018, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Realty Income in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Realty Income position peaked at $4K in Q2 2018.
  • 682 funds tracked by Wall St. Rank held Realty Income as of Q3 2018.

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