YorkBridge Wealth Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,105	Closed	-$103K	–	896
2017 Q3	$103K	Sell	5,105 -550	-10%	-$11.1K	0.05%	277
2017 Q2	$114K	Hold	5,655	–	–	0.06%	247
2017 Q1	$114K	Hold	5,655	–	–	0.06%	238
2016 Q4	$110K	Buy	+5,655	New	+$112K	0.06%	229

Other funds holding PFXF

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YorkBridge Wealth Partners's PFXF Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2017, closing a stake of 5,105 shares — an estimated $103K sold.

YorkBridge Wealth Partners first reported a position in PFXF in Q4 2016 and held it in 4 quarters. The position peaked at $114K in Q2 2017. 66 funds tracked by Wall St. Rank hold PFXF as of Q4 2017.

YorkBridge Wealth Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 5,105 VanEck Preferred Securities ex Financials ETF shares in Q4 2017, an estimated $103K.
YorkBridge Wealth Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's VanEck Preferred Securities ex Financials ETF position peaked at $114K in Q2 2017.
66 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.