YorkBridge Wealth Partners’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-558	Closed	-$31K	–	577
2019 Q2	$31K	Buy	558 +31	+6%	+$1.93K	0.01%	417
2019 Q1	$35K	Sell	527 -308	-37%	-$21.4K	0.02%	396
2018 Q4	$53K	Buy	835 +645	+339%	+$46.2K	0.03%	326
2018 Q3	$16K	Buy	190 +9	+5%	+$791	0.01%	564
2018 Q2	$17K	Hold	181	–	–	0.01%	569
2018 Q1	$18K	Hold	181	–	–	0.01%	557
2017 Q4	$19K	Sell	181 -200	-52%	-$19.1K	0.01%	533
2017 Q3	$36K	Hold	381	–	–	0.02%	419
2017 Q2	$35K	Hold	381	–	–	0.02%	421
2017 Q1	$32K	Sell	381 -137	-26%	-$10.9K	0.02%	428
2016 Q4	$41K	Buy	+518	New	+$39K	0.02%	382

Other funds holding STT

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of State Street (STT) in Q3 2019, closing a stake of 558 shares — an estimated $31K sold.

YorkBridge Wealth Partners first reported a position in STT in Q4 2016 and held it in 11 quarters. The position peaked at $53K in Q4 2018. 745 funds tracked by Wall St. Rank hold STT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 558 State Street shares in Q3 2019, an estimated $31K.
YorkBridge Wealth Partners first reported a position in State Street in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street position peaked at $53K in Q4 2018.
745 funds tracked by Wall St. Rank held State Street as of Q3 2019.

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