YWP
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YorkBridge Wealth Partners’s Performance Food Group PFGC Stock Holding History

YorkBridge Wealth Partners’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-197
Closed -$8K – 515
2019
Q2 		$8K Sell
197
-75
-28% -$3K ﹤0.01% 606
2019
Q1 		$11K Buy
+272
New +$9.97K 0.01% 576

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

YorkBridge Wealth Partners's PFGC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Performance Food Group (PFGC) in Q3 2019, closing a stake of 197 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in PFGC in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 249 funds tracked by Wall St. Rank hold PFGC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Performance Food Group position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 197 Performance Food Group shares in Q3 2019, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Performance Food Group in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Performance Food Group position peaked at $11K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.