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YorkBridge Wealth Partners’s Rollins ROL Stock Holding History

YorkBridge Wealth Partners’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,950
Closed -$118K – 547
2019
Q2 		$118K Buy
4,950
+87
+2% +$2.24K 0.05% 261
2019
Q1 		$135K Buy
4,863
+1,249
+35% +$32.5K 0.06% 232
2018
Q4 		$87K Sell
3,614
-1,098
-23% -$28.4K 0.05% 267
2018
Q3 		$124K Buy
+4,712
New +$122K 0.06% 247

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Rollins (ROL) in Q3 2019, closing a stake of 4,950 shares — an estimated $118K sold.

YorkBridge Wealth Partners first reported a position in ROL in Q3 2018 and held it in 4 quarters. The position peaked at $135K in Q1 2019. 384 funds tracked by Wall St. Rank hold ROL as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Rollins position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,950 Rollins shares in Q3 2019, an estimated $118K.
  • YorkBridge Wealth Partners first reported a position in Rollins in Q3 2018 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Rollins position peaked at $135K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held Rollins as of Q3 2019.

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