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YorkBridge Wealth Partners’s Sinclair Inc SBGI Stock Holding History

YorkBridge Wealth Partners’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-414
Closed -$14K – 905
2017
Q2 		$14K Hold
414
– – 0.01% 585
2017
Q1 		$16K Buy
414
+116
+39% +$4.27K 0.01% 559
2016
Q4 		$10K Buy
+298
New +$8.88K 0.01% 593

Other funds holding SBGI

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Three Bays Capital Boston, Massachusetts $848M AUM 7.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's SBGI Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Sinclair Inc (SBGI) in Q3 2017, closing a stake of 414 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in SBGI in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 234 funds tracked by Wall St. Rank hold SBGI as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Sinclair Inc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 414 Sinclair Inc shares in Q3 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Sinclair Inc in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Sinclair Inc position peaked at $16K in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Sinclair Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.