YorkBridge Wealth Partners’s Woodward WWD Stock Holding History

YorkBridge Wealth Partners’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-250	Closed	-$28K	–	656
2019 Q2	$28K	Hold	250	–	–	0.01%	431
2019 Q1	$24K	Hold	250	–	–	0.01%	448
2018 Q4	$19K	Hold	250	–	–	0.01%	478
2018 Q3	$20K	Hold	250	–	–	0.01%	525
2018 Q2	$19K	Hold	250	–	–	0.01%	547
2018 Q1	$19K	Hold	250	–	–	0.01%	546
2017 Q4	$20K	Sell	250 -88	-26%	-$6.87K	0.01%	523
2017 Q3	$26K	Hold	338	–	–	0.01%	464
2017 Q2	$23K	Sell	338 -9	-3%	-$614	0.01%	475
2017 Q1	$23K	Sell	347 -7	-2%	-$484	0.01%	478
2016 Q4	$24K	Buy	+354	New	+$22.9K	0.01%	454

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

YorkBridge Wealth Partners's WWD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Woodward (WWD) in Q3 2019, closing a stake of 250 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in WWD in Q4 2016 and held it in 11 quarters. The position peaked at $28K in Q2 2019. 360 funds tracked by Wall St. Rank hold WWD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Woodward position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 Woodward shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Woodward in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Woodward position peaked at $28K in Q2 2019.
360 funds tracked by Wall St. Rank held Woodward as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.