YorkBridge Wealth Partners’s Prestige Consumer Healthcare PBH Stock Holding History

YorkBridge Wealth Partners’s Portfolio PBH Stock Details PBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-345	Closed	-$12K	–	868
2017 Q4	$12K	Buy	345 +10	+3%	+$456	0.01%	611
2017 Q3	$17K	Buy	335 +3	+0.9%	+$153	0.01%	564
2017 Q2	$17K	Buy	+332	New	+$17.8K	0.01%	554

Other funds holding PBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

MRCP

Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's PBH Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Prestige Consumer Healthcare (PBH) in Q1 2018, closing a stake of 345 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in PBH in Q2 2017 and held it in 3 quarters. The position peaked at $17K in Q3 2017. 239 funds tracked by Wall St. Rank hold PBH as of Q1 2018.

YorkBridge Wealth Partners reported no remaining Prestige Consumer Healthcare position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 345 Prestige Consumer Healthcare shares in Q1 2018, an estimated $12K.
YorkBridge Wealth Partners first reported a position in Prestige Consumer Healthcare in Q2 2017 and held it in 3 quarters.
YorkBridge Wealth Partners's Prestige Consumer Healthcare position peaked at $17K in Q3 2017.
239 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.