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YorkBridge Wealth Partners’s Spectrum Brands SPB Stock Holding History

YorkBridge Wealth Partners’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16
Closed -$1K – 568
2019
Q2 		$1K Hold
16
– – ﹤0.01% 735
2019
Q1 		$1K Hold
16
– – ﹤0.01% 735
2018
Q4 		$1K Hold
16
– – ﹤0.01% 720
2018
Q3 		$1K Buy
+16
New +$1.35K ﹤0.01% 738

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FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Spectrum Brands (SPB) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in SPB in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 298 funds tracked by Wall St. Rank hold SPB as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Spectrum Brands position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 16 Spectrum Brands shares in Q3 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Spectrum Brands in Q3 2018 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Spectrum Brands position peaked at $1K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2019.

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