YorkBridge Wealth Partners’s Selective Insurance SIGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-56	Closed	-$3K	–	830
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	749
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	740
2017 Q4	$3K	Buy	56 +14	+33%	+$810	﹤0.01%	769
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	799
2017 Q2	$2K	Hold	42	–	–	﹤0.01%	794
2017 Q1	$2K	Hold	42	–	–	﹤0.01%	781
2016 Q4	$2K	Buy	+42	New	+$1.69K	﹤0.01%	774

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Selective Insurance (SIGI) in Q3 2018, closing a stake of 56 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in SIGI in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 215 funds tracked by Wall St. Rank hold SIGI as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Selective Insurance position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 56 Selective Insurance shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Selective Insurance in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Selective Insurance position peaked at $3K in Q2 2018.
215 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2018.

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