YWP
ZEUS

YorkBridge Wealth Partners’s Olympic Steel ZEUS Stock Holding History

YorkBridge Wealth Partners’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,000
Closed -$88K – 877
2018
Q1 		$88K Hold
4,000
– – 0.04% 307
2017
Q4 		$85K Buy
+4,000
New +$81.5K 0.04% 314

Other funds holding ZEUS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Olympic Steel (ZEUS) in Q2 2018, closing a stake of 4,000 shares — an estimated $88K sold.

YorkBridge Wealth Partners first reported a position in ZEUS in Q4 2017 and held it in 2 quarters. The position peaked at $88K in Q1 2018. 102 funds tracked by Wall St. Rank hold ZEUS as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Olympic Steel position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,000 Olympic Steel shares in Q2 2018, an estimated $88K.
  • YorkBridge Wealth Partners first reported a position in Olympic Steel in Q4 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Olympic Steel position peaked at $88K in Q1 2018.
  • 102 funds tracked by Wall St. Rank held Olympic Steel as of Q2 2018.

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