YWP
TXNM

YorkBridge Wealth Partners’s TXNM Energy Inc TXNM Stock Holding History

YorkBridge Wealth Partners’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-237
Closed -$8K – 927
2016
Q4 		$8K Buy
+237
New +$7.69K ﹤0.01% 634

Other funds holding TXNM

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's TXNM Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of TXNM Energy Inc (TXNM) in Q1 2017, closing a stake of 237 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in TXNM in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 221 funds tracked by Wall St. Rank hold TXNM as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining TXNM Energy Inc position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 237 TXNM Energy Inc shares in Q1 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in TXNM Energy Inc in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's TXNM Energy Inc position peaked at $8K in Q4 2016.
  • 221 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.