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YorkBridge Wealth Partners’s Banco Santander SAN Stock Holding History

YorkBridge Wealth Partners’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,815
Closed -$38K – 911
2016
Q4 		$38K Buy
+8,815
New +$40.1K 0.02% 395

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Macquarie Group
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

YorkBridge Wealth Partners's SAN Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Banco Santander (SAN) in Q1 2017, closing a stake of 8,815 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in SAN in Q4 2016 and held it in 1 quarter. The position peaked at $38K in Q4 2016. 261 funds tracked by Wall St. Rank hold SAN as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Banco Santander position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 8,815 Banco Santander shares in Q1 2017, an estimated $38K.
  • YorkBridge Wealth Partners first reported a position in Banco Santander in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Banco Santander position peaked at $38K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Banco Santander as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.