YWP
WEB

YorkBridge Wealth Partners’s Web.com Group, Inc. WEB Stock Holding History

YorkBridge Wealth Partners’s Portfolio WEB Stock Details WEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-750
Closed -$17K – 905
2017
Q4 		$17K Sell
750
-23
-3% -$539 0.01% 566
2017
Q3 		$19K Buy
773
+5
+0.7% +$120 0.01% 543
2017
Q2 		$18K Buy
+768
New +$16.3K 0.01% 541

Other funds holding WEB

OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's WEB Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Web.com Group, Inc. (WEB) in Q1 2018, closing a stake of 750 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in WEB in Q2 2017 and held it in 3 quarters. The position peaked at $19K in Q3 2017. 181 funds tracked by Wall St. Rank hold WEB as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Web.com Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 750 Web.com Group, Inc. shares in Q1 2018, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in Web.com Group, Inc. in Q2 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Web.com Group, Inc. position peaked at $19K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Web.com Group, Inc. as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.