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YorkBridge Wealth Partners’s Orthofix Medical OFIX Stock Holding History

YorkBridge Wealth Partners’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-44
Closed -$2K – 905
2016
Q4 		$2K Buy
+44
New +$1.67K ﹤0.01% 769

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CCM
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Diamond Hill Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return

YorkBridge Wealth Partners's OFIX Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Orthofix Medical (OFIX) in Q1 2017, closing a stake of 44 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in OFIX in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 137 funds tracked by Wall St. Rank hold OFIX as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Orthofix Medical position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 44 Orthofix Medical shares in Q1 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Orthofix Medical in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Orthofix Medical position peaked at $2K in Q4 2016.
  • 137 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.