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YorkBridge Wealth Partners’s Rogers Corp ROG Stock Holding History

YorkBridge Wealth Partners’s Portfolio ROG Stock Details ROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-133
Closed -$16K – 869
2018
Q1 		$16K Buy
133
+19
+17% +$2.89K 0.01% 573
2017
Q4 		$18K Sell
114
-23
-17% -$3.47K 0.01% 551
2017
Q3 		$18K Buy
+137
New +$16.2K 0.01% 552

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

YorkBridge Wealth Partners's ROG Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Rogers Corp (ROG) in Q2 2018, closing a stake of 133 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in ROG in Q3 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 211 funds tracked by Wall St. Rank hold ROG as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Rogers Corp position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 133 Rogers Corp shares in Q2 2018, an estimated $16K.
  • YorkBridge Wealth Partners first reported a position in Rogers Corp in Q3 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Rogers Corp position peaked at $18K in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Rogers Corp as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.