YorkBridge Wealth Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-500	Closed	-$15K	–	909
2018 Q1	$15K	Hold	500	–	–	0.01%	586
2017 Q4	$15K	Hold	500	–	–	0.01%	595
2017 Q3	$14K	Hold	500	–	–	0.01%	603
2017 Q2	$14K	Hold	500	–	–	0.01%	595
2017 Q1	$14K	Hold	500	–	–	0.01%	583
2016 Q4	$13K	Buy	+500	New	+$13K	0.01%	550

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

YorkBridge Wealth Partners's PIV Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 500 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $15K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

YorkBridge Wealth Partners reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $15K.
YorkBridge Wealth Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $15K in Q1 2018.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.