YorkBridge Wealth Partners’s TriNet TNET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-136	Closed	-$9K	–	598
2019 Q2	$9K	Sell	136 -50	-27%	-$3.18K	﹤0.01%	595
2019 Q1	$11K	Sell	186 -230	-55%	-$12.1K	0.01%	581
2018 Q4	$17K	Hold	416	–	–	0.01%	499
2018 Q3	$23K	Sell	416 -5	-1%	-$281	0.01%	496
2018 Q2	$24K	Sell	421 -92	-18%	-$4.84K	0.01%	491
2018 Q1	$26K	Buy	513 +63	+14%	+$2.78K	0.01%	463
2017 Q4	$19K	Sell	450 -219	-33%	-$8.77K	0.01%	534
2017 Q3	$22K	Hold	669	–	–	0.01%	499
2017 Q2	$22K	Hold	669	–	–	0.01%	489
2017 Q1	$19K	Buy	+669	New	+$17.9K	0.01%	521

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of TriNet (TNET) in Q3 2019, closing a stake of 136 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in TNET in Q1 2017 and held it in 10 quarters. The position peaked at $26K in Q1 2018. 197 funds tracked by Wall St. Rank hold TNET as of Q3 2019.

YorkBridge Wealth Partners reported no remaining TriNet position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 136 TriNet shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in TriNet in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's TriNet position peaked at $26K in Q1 2018.
197 funds tracked by Wall St. Rank held TriNet as of Q3 2019.

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