YWP
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YorkBridge Wealth Partners’s Trinity Industries TRN Stock Holding History

YorkBridge Wealth Partners’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-417
Closed -$9K – 912
2017
Q2 		$9K Buy
+417
New +$8.01K ﹤0.01% 648

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SAM
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's TRN Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Trinity Industries (TRN) in Q3 2017, closing a stake of 417 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in TRN in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 351 funds tracked by Wall St. Rank hold TRN as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Trinity Industries position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 417 Trinity Industries shares in Q3 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Trinity Industries in Q2 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Trinity Industries position peaked at $9K in Q2 2017.
  • 351 funds tracked by Wall St. Rank held Trinity Industries as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.