YorkBridge Wealth Partners’s Power Integrations POWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-28	Closed	-$1K	–	898
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	852
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	842
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	828
2016 Q4	$1K	Buy	+28	New	+$917	﹤0.01%	841

Other funds holding POWI

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Power Integrations (POWI) in Q4 2017, closing a stake of 28 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in POWI in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q3 2017. 243 funds tracked by Wall St. Rank hold POWI as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Power Integrations position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 28 Power Integrations shares in Q4 2017, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Power Integrations in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Power Integrations position peaked at $1K in Q3 2017.
243 funds tracked by Wall St. Rank held Power Integrations as of Q4 2017.

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