YorkBridge Wealth Partners’s Shutterfly, Inc. SFLY Stock Holding History

YorkBridge Wealth Partners’s Portfolio SFLY Stock Details SFLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$18K	–	876
2018 Q2	$18K	Hold	200	–	–	0.01%	562
2018 Q1	$17K	Hold	200	–	–	0.01%	568
2017 Q4	$14K	Hold	200	–	–	0.01%	601
2017 Q3	$10K	Hold	200	–	–	0.01%	642
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	652
2017 Q1	$10K	Hold	200	–	–	0.01%	626
2016 Q4	$10K	Buy	+200	New	+$9.7K	0.01%	600

Other funds holding SFLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

YorkBridge Wealth Partners's SFLY Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Shutterfly, Inc. (SFLY) in Q3 2018, closing a stake of 200 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in SFLY in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 201 funds tracked by Wall St. Rank hold SFLY as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Shutterfly, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Shutterfly, Inc. shares in Q3 2018, an estimated $18K.
YorkBridge Wealth Partners first reported a position in Shutterfly, Inc. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Shutterfly, Inc. position peaked at $18K in Q2 2018.
201 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.