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YorkBridge Wealth Partners’s Silicon Motion SIMO Stock Holding History

YorkBridge Wealth Partners’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-64
Closed -$3K – 831
2018
Q2 		$3K Hold
64
– – ﹤0.01% 750
2018
Q1 		$3K Hold
64
– – ﹤0.01% 741
2017
Q4 		$3K Buy
64
+43
+205% +$2.18K ﹤0.01% 770
2017
Q3 		$1K Hold
21
– – ﹤0.01% 858
2017
Q2 		$1K Buy
+21
New +$1.04K ﹤0.01% 847

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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Silicon Motion (SIMO) in Q3 2018, closing a stake of 64 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in SIMO in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2018. 161 funds tracked by Wall St. Rank hold SIMO as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Silicon Motion position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 64 Silicon Motion shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Silicon Motion in Q2 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Silicon Motion position peaked at $3K in Q2 2018.
  • 161 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2018.

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