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YorkBridge Wealth Partners’s RBC Bearings RBC Stock Holding History

YorkBridge Wealth Partners’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-914
Closed -$152K – 534
2019
Q2 		$152K Buy
914
+76
+9% +$10.8K 0.07% 223
2019
Q1 		$107K Buy
838
+253
+43% +$34K 0.05% 264
2018
Q4 		$77K Buy
+585
New +$85.1K 0.04% 289

Other funds holding RBC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of RBC Bearings (RBC) in Q3 2019, closing a stake of 914 shares — an estimated $152K sold.

YorkBridge Wealth Partners first reported a position in RBC in Q4 2018 and held it in 3 quarters. The position peaked at $152K in Q2 2019. 228 funds tracked by Wall St. Rank hold RBC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining RBC Bearings position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 914 RBC Bearings shares in Q3 2019, an estimated $152K.
  • YorkBridge Wealth Partners first reported a position in RBC Bearings in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's RBC Bearings position peaked at $152K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2019.

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