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YorkBridge Wealth Partners’s Bank OZK OZK Stock Holding History

YorkBridge Wealth Partners’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-430
Closed -$20K – 901
2017
Q1 		$20K Buy
430
+156
+57% +$8.39K 0.01% 508
2016
Q4 		$13K Buy
+274
New +$12.2K 0.01% 533

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

YorkBridge Wealth Partners's OZK Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Bank OZK (OZK) in Q2 2017, closing a stake of 430 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in OZK in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 345 funds tracked by Wall St. Rank hold OZK as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Bank OZK position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 430 Bank OZK shares in Q2 2017, an estimated $20K.
  • YorkBridge Wealth Partners first reported a position in Bank OZK in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Bank OZK position peaked at $20K in Q1 2017.
  • 345 funds tracked by Wall St. Rank held Bank OZK as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.