YorkBridge Wealth Partners’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-29	Closed	-$2K	–	542
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	710
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	708
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	691
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	715
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	797
2018 Q1	$2K	Sell	29 -46	-61%	-$2.63K	﹤0.01%	792
2017 Q4	$4K	Sell	75 -118	-61%	-$6.28K	﹤0.01%	733
2017 Q3	$10K	Hold	193	–	–	0.01%	637
2017 Q2	$9K	Sell	193 -34	-15%	-$1.59K	﹤0.01%	644
2017 Q1	$11K	Sell	227 -1,611	-88%	-$77.8K	0.01%	612
2016 Q4	$83K	Buy	+1,838	New	+$78.7K	0.05%	269

Other funds holding RHI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return