YWP
SF

YorkBridge Wealth Partners’s Stifel SF Stock Holding History

YorkBridge Wealth Partners’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-531
Closed -$10K – 770
2018
Q4 		$10K Sell
531
-583
-52% -$12.1K 0.01% 575
2018
Q3 		$25K Buy
1,114
+14
+1% +$337 0.01% 474
2018
Q2 		$26K Buy
1,100
+85
+8% +$2.21K 0.01% 466
2018
Q1 		$26K Buy
1,015
+129
+15% +$3.65K 0.01% 462
2017
Q4 		$24K Sell
886
-36
-4% -$881 0.01% 469
2017
Q3 		$22K Buy
922
+11
+1% +$238 0.01% 498
2017
Q2 		$19K Hold
911
– – 0.01% 528
2017
Q1 		$20K Buy
+911
New +$21K 0.01% 511

Other funds holding SF

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

YorkBridge Wealth Partners's SF Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Stifel (SF) in Q1 2019, closing a stake of 531 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in SF in Q1 2017 and held it in 8 quarters. The position peaked at $26K in Q2 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

  • YorkBridge Wealth Partners reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 531 Stifel shares in Q1 2019, an estimated $10K.
  • YorkBridge Wealth Partners first reported a position in Stifel in Q1 2017 and held it in 8 quarters.
  • YorkBridge Wealth Partners's Stifel position peaked at $26K in Q2 2018.
  • 268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.