YWP
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YorkBridge Wealth Partners’s S&P Global SPGI Stock Holding History

YorkBridge Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-119
Closed -$14K – 914
2016
Q4 		$14K Buy
+119
New +$14.2K 0.01% 520

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

YorkBridge Wealth Partners's SPGI Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of S&P Global (SPGI) in Q1 2017, closing a stake of 119 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in SPGI in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 708 funds tracked by Wall St. Rank hold SPGI as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining S&P Global position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 119 S&P Global shares in Q1 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in S&P Global in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's S&P Global position peaked at $14K in Q4 2016.
  • 708 funds tracked by Wall St. Rank held S&P Global as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.