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YorkBridge Wealth Partners’s STAG Industrial STAG Stock Holding History

YorkBridge Wealth Partners’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-361
Closed -$11K – 575
2019
Q2 		$11K Sell
361
-152
-30% -$4.52K ﹤0.01% 541
2019
Q1 		$15K Sell
513
-167
-25% -$4.61K 0.01% 507
2018
Q4 		$17K Sell
680
-283
-29% -$7.4K 0.01% 497
2018
Q3 		$26K Buy
963
+9
+0.9% +$251 0.01% 464
2018
Q2 		$26K Buy
954
+30
+3% +$767 0.01% 467
2018
Q1 		$22K Buy
924
+321
+53% +$7.83K 0.01% 501
2017
Q4 		$14K Sell
603
-16
-3% -$447 0.01% 600
2017
Q3 		$17K Buy
+619
New +$17.1K 0.01% 566

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N
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of STAG Industrial (STAG) in Q3 2019, closing a stake of 361 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in STAG in Q3 2017 and held it in 8 quarters. The position peaked at $26K in Q3 2018. 309 funds tracked by Wall St. Rank hold STAG as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining STAG Industrial position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 361 STAG Industrial shares in Q3 2019, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in STAG Industrial in Q3 2017 and held it in 8 quarters.
  • YorkBridge Wealth Partners's STAG Industrial position peaked at $26K in Q3 2018.
  • 309 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2019.

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