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YorkBridge Wealth Partners’s Packaging Corp of America PKG Stock Holding History

YorkBridge Wealth Partners’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-74
Closed -$8K – 897
2017
Q3 		$8K Hold
74
– – ﹤0.01% 660
2017
Q2 		$8K Hold
74
– – ﹤0.01% 659
2017
Q1 		$7K Hold
74
– – ﹤0.01% 653
2016
Q4 		$6K Buy
+74
New +$6.21K ﹤0.01% 660

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Packaging Corp of America (PKG) in Q4 2017, closing a stake of 74 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in PKG in Q4 2016 and held it in 4 quarters. The position peaked at $8K in Q3 2017. 544 funds tracked by Wall St. Rank hold PKG as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Packaging Corp of America position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 74 Packaging Corp of America shares in Q4 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Packaging Corp of America in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Packaging Corp of America position peaked at $8K in Q3 2017.
  • 544 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2017.

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