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YorkBridge Wealth Partners’s SITE Centers SITC Stock Holding History

YorkBridge Wealth Partners’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3
Closed – – 558
2019
Q2 		$0 Hold
3
– – ﹤0.01% 766
2019
Q1 		$0 Hold
3
– – ﹤0.01% 771
2018
Q4 		$0 Hold
3
– – ﹤0.01% 765
2018
Q3 		$0 Hold
3
– – ﹤0.01% 832
2018
Q2 		$0 Sell
3
-1
-25% -$10 ﹤0.01% 870
2018
Q1 		$0 Hold
4
– – ﹤0.01% 876
2017
Q4 		$0 Hold
4
– – ﹤0.01% 903
2017
Q3 		$0 Hold
4
– – ﹤0.01% 908
2017
Q2 		$0 Hold
4
– – ﹤0.01% 906
2017
Q1 		$0 Hold
4
– – ﹤0.01% 912
2016
Q4 		$0 Buy
+4
New +$80 ﹤0.01% 895

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

YorkBridge Wealth Partners's SITC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of SITE Centers (SITC) in Q3 2019, closing a stake of 3 shares.

YorkBridge Wealth Partners first reported a position in SITC in Q4 2016 and held it in 11 quarters. The position peaked at $0 in Q2 2019. 209 funds tracked by Wall St. Rank hold SITC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining SITE Centers position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3 SITE Centers shares in Q3 2019.
  • YorkBridge Wealth Partners first reported a position in SITE Centers in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's SITE Centers position peaked at $0 in Q2 2019.
  • 209 funds tracked by Wall St. Rank held SITE Centers as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.