YorkBridge Wealth Partners’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-150	Closed	-$13K	–	765
2019 Q1	$13K	Hold	150	–	–	0.01%	531
2018 Q4	$12K	Hold	150	–	–	0.01%	549
2018 Q3	$15K	Hold	150	–	–	0.01%	569
2018 Q2	$18K	Hold	150	–	–	0.01%	559
2018 Q1	$19K	Hold	150	–	–	0.01%	541
2017 Q4	$16K	Sell	150 -80	-35%	-$9.49K	0.01%	580
2017 Q3	$24K	Hold	230	–	–	0.01%	477
2017 Q2	$22K	Hold	230	–	–	0.01%	484
2017 Q1	$20K	Hold	230	–	–	0.01%	510
2016 Q4	$21K	Buy	+230	New	+$18.8K	0.01%	470

Other funds holding PII

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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