YorkBridge Wealth Partners’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-153	Closed	-$10K	–	525
2019 Q2	$10K	Hold	153	–	–	﹤0.01%	558
2019 Q1	$11K	Hold	153	–	–	0.01%	578
2018 Q4	$9K	Hold	153	–	–	﹤0.01%	588
2018 Q3	$10K	Hold	153	–	–	﹤0.01%	603
2018 Q2	$9K	Hold	153	–	–	﹤0.01%	628
2018 Q1	$8K	Sell	153 -36	-19%	-$1.82K	﹤0.01%	644
2017 Q4	$9K	Buy	189 +7	+4%	+$372	﹤0.01%	643
2017 Q3	$11K	Hold	182	–	–	0.01%	626
2017 Q2	$9K	Hold	182	–	–	﹤0.01%	643
2017 Q1	$10K	Hold	182	–	–	0.01%	620
2016 Q4	$9K	Buy	+182	New	+$9.2K	0.01%	615

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

YorkBridge Wealth Partners sold out of Post Holdings (POST) in Q3 2019, closing a stake of 153 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in POST in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q1 2019. 335 funds tracked by Wall St. Rank hold POST as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Post Holdings position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 153 Post Holdings shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Post Holdings in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Post Holdings position peaked at $11K in Q1 2019.
335 funds tracked by Wall St. Rank held Post Holdings as of Q3 2019.

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