YWP
WBC

YorkBridge Wealth Partners’s WABCO HOLDINGS INC. WBC Stock Holding History

YorkBridge Wealth Partners’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-854
Closed -$114K – 888
2018
Q1 		$114K Buy
854
+73
+9% +$10.6K 0.05% 278
2017
Q4 		$114K Buy
781
+56
+8% +$8.23K 0.06% 265
2017
Q3 		$107K Sell
725
-25
-3% -$3.47K 0.06% 263
2017
Q2 		$97K Buy
+750
New +$89.8K 0.05% 280

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

YorkBridge Wealth Partners's WBC Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of WABCO HOLDINGS INC. (WBC) in Q2 2018, closing a stake of 854 shares — an estimated $114K sold.

YorkBridge Wealth Partners first reported a position in WBC in Q2 2017 and held it in 4 quarters. The position peaked at $114K in Q1 2018. 352 funds tracked by Wall St. Rank hold WBC as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining WABCO HOLDINGS INC. position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 854 WABCO HOLDINGS INC. shares in Q2 2018, an estimated $114K.
  • YorkBridge Wealth Partners first reported a position in WABCO HOLDINGS INC. in Q2 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's WABCO HOLDINGS INC. position peaked at $114K in Q1 2018.
  • 352 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.