YorkBridge Wealth Partners’s SS&C Technologies SSNC Stock Holding History

YorkBridge Wealth Partners’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,396	Closed	-$138K	–	574
2019 Q2	$138K	Sell	2,396 -146	-6%	-$8.8K	0.06%	238
2019 Q1	$162K	Buy	2,542 +1	+0%	+$56	0.07%	195
2018 Q4	$115K	Sell	2,541 -67	-3%	-$3.25K	0.06%	226
2018 Q3	$146K	Sell	2,608 -142	-5%	-$7.88K	0.07%	218
2018 Q2	$143K	Buy	2,750 +88	+3%	+$4.45K	0.06%	226
2018 Q1	$134K	Buy	2,662 +42	+2%	+$2.08K	0.06%	236
2017 Q4	$124K	Buy	+2,620	New	+$107K	0.06%	245

Other funds holding SSNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of SS&C Technologies (SSNC) in Q3 2019, closing a stake of 2,396 shares — an estimated $138K sold.

YorkBridge Wealth Partners first reported a position in SSNC in Q4 2017 and held it in 7 quarters. The position peaked at $162K in Q1 2019. 409 funds tracked by Wall St. Rank hold SSNC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining SS&C Technologies position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,396 SS&C Technologies shares in Q3 2019, an estimated $138K.
YorkBridge Wealth Partners first reported a position in SS&C Technologies in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's SS&C Technologies position peaked at $162K in Q1 2019.
409 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2019.

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