YorkBridge Wealth Partners’s PJT Partners PJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-37	Closed	-$1K	–	519
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	730
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	707
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	715
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	713
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	793
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	788
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	809
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	849
2017 Q2	$1K	Hold	37	–	–	﹤0.01%	840
2017 Q1	$1K	Sell	37 -19	-34%	-$658	﹤0.01%	827
2016 Q4	$2K	Buy	+56	New	+$1.61K	﹤0.01%	771

Other funds holding PJT

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return

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

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

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of PJT Partners (PJT) in Q3 2019, closing a stake of 37 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in PJT in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q1 2019. 180 funds tracked by Wall St. Rank hold PJT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining PJT Partners position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 37 PJT Partners shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in PJT Partners in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's PJT Partners position peaked at $2K in Q1 2019.
180 funds tracked by Wall St. Rank held PJT Partners as of Q3 2019.

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