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YorkBridge Wealth Partners’s Smith & Nephew SNN Stock Holding History

YorkBridge Wealth Partners’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-124
Closed -$4K – 909
2017
Q1 		$4K Hold
124
– – ﹤0.01% 714
2016
Q4 		$3K Buy
+124
New +$3.65K ﹤0.01% 725

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NI
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Invesco
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Bank of America
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Millennium Management
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

YorkBridge Wealth Partners's SNN Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Smith & Nephew (SNN) in Q2 2017, closing a stake of 124 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in SNN in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 179 funds tracked by Wall St. Rank hold SNN as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Smith & Nephew position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 124 Smith & Nephew shares in Q2 2017, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Smith & Nephew in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Smith & Nephew position peaked at $4K in Q1 2017.
  • 179 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.