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YorkBridge Wealth Partners’s Shake Shack SHAK Stock Holding History

YorkBridge Wealth Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$9K – 907
2017
Q2 		$9K Hold
250
– – ﹤0.01% 647
2017
Q1 		$9K Hold
250
– – ﹤0.01% 634
2016
Q4 		$9K Buy
+250
New +$8.77K 0.01% 616

Other funds holding SHAK

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Shake Shack (SHAK) in Q3 2017, closing a stake of 250 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in SHAK in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q2 2017. 148 funds tracked by Wall St. Rank hold SHAK as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Shake Shack position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 250 Shake Shack shares in Q3 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Shake Shack in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Shake Shack position peaked at $9K in Q2 2017.
  • 148 funds tracked by Wall St. Rank held Shake Shack as of Q3 2017.

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