YWP
RRD

YorkBridge Wealth Partners’s RR Donnelley & Sons Co. RRD Stock Holding History

YorkBridge Wealth Partners’s Portfolio RRD Stock Details RRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-66
Closed – – 717
2019
Q2 		$0 Hold
66
– – ﹤0.01% 777
2019
Q1 		$0 Hold
66
– – ﹤0.01% 784
2018
Q4 		$0 Hold
66
– – ﹤0.01% 780
2018
Q3 		$0 Hold
66
– – ﹤0.01% 859
2018
Q2 		$0 Hold
66
– – ﹤0.01% 884
2018
Q1 		$1K Hold
66
– – ﹤0.01% 831
2017
Q4 		$0 Hold
66
– – ﹤0.01% 924
2017
Q3 		$1K Hold
66
– – ﹤0.01% 868
2017
Q2 		$1K Hold
66
– – ﹤0.01% 860
2017
Q1 		$1K Hold
66
– – ﹤0.01% 850
2016
Q4 		$1K Buy
+66
New +$1.19K ﹤0.01% 865

Other funds holding RRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of RR Donnelley & Sons Co. (RRD) in Q3 2019, closing a stake of 66 shares.

YorkBridge Wealth Partners first reported a position in RRD in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q1 2018. 156 funds tracked by Wall St. Rank hold RRD as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining RR Donnelley & Sons Co. position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 66 RR Donnelley & Sons Co. shares in Q3 2019.
  • YorkBridge Wealth Partners first reported a position in RR Donnelley & Sons Co. in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's RR Donnelley & Sons Co. position peaked at $1K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held RR Donnelley & Sons Co. as of Q3 2019.

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