YorkBridge Wealth Partners’s Ziff Davis ZD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-32	Closed	-$2K	–	849
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	804
2018 Q1	$2K	Hold	32	–	–	﹤0.01%	800
2017 Q4	$2K	Buy	32 +8	+33%	+$521	﹤0.01%	821
2017 Q3	$2K	Hold	24	–	–	﹤0.01%	803
2017 Q2	$2K	Hold	24	–	–	﹤0.01%	798
2017 Q1	$2K	Buy	+24	New	+$1.75K	﹤0.01%	787

Other funds holding ZD

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

ACH

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Ziff Davis (ZD) in Q3 2018, closing a stake of 32 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in ZD in Q1 2017 and held it in 6 quarters. The position peaked at $2K in Q2 2018. 303 funds tracked by Wall St. Rank hold ZD as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Ziff Davis position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 32 Ziff Davis shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Ziff Davis in Q1 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Ziff Davis position peaked at $2K in Q2 2018.
303 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2018.

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