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YorkBridge Wealth Partners’s Werner Enterprises WERN Stock Holding History

YorkBridge Wealth Partners’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-58
Closed -$2K – 846
2018
Q2 		$2K Hold
58
– – ﹤0.01% 803
2018
Q1 		$2K Hold
58
– – ﹤0.01% 799
2017
Q4 		$2K Buy
+58
New +$2.11K ﹤0.01% 820

Other funds holding WERN

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

YorkBridge Wealth Partners's WERN Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Werner Enterprises (WERN) in Q3 2018, closing a stake of 58 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in WERN in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 240 funds tracked by Wall St. Rank hold WERN as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Werner Enterprises position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 58 Werner Enterprises shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Werner Enterprises in Q4 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Werner Enterprises position peaked at $2K in Q2 2018.
  • 240 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.