York Bridge Wealth Partners, LLC Closed Holding Positions

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q1 2018 Filed on May 15, 2018
1,115
$5.96 - $6.83 $6.65K - $7.62K
PAA
Plains All American Pipeline LP

Energy
Q1 2018 Filed on May 15, 2018
600
$20.23 - $23.96 $12.1K - $14.4K
Website Pros Inc Com
Q1 2018 Filed on May 15, 2018
750
N/A
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
236
$72.16 - $85.21 $17K - $20.1K
Government Pptys Income Tr Com Shs Ben Int
Q1 2018 Filed on May 15, 2018
25
N/A
Washington Prime Group New Com
Q1 2018 Filed on May 15, 2018
289
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q1 2018 Filed on May 15, 2018
1,500
$7.13 - $8.12 $10.7K - $12.2K
Guggenheim Bulletshares 2024 Corporate Bond ETF
Q1 2018 Filed on May 15, 2018
1,285
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2018 Filed on May 15, 2018
475
$14.21 - $16.09 $6.75K - $7.64K
Guggenheim S&P 500 Equal Weight ETF
Q1 2018 Filed on May 15, 2018
365
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
300
$11.89 - $13.25 $3.57K - $3.98K
Tc Pipelines LP Ut Com LTD Prt
Q1 2018 Filed on May 15, 2018
425
N/A
PSA
Public Storage

Real Estate
Q1 2018 Filed on May 15, 2018
12
$180.49 - $206.77 $2.17K - $2.48K
Aspen Technology Inc Com
Q1 2018 Filed on May 15, 2018
33
N/A
GTN
Gray Television Inc

Communication Services
Q1 2018 Filed on May 15, 2018
1,168
$11.85 - $17.8 $13.8K - $20.8K
AMAT
Applied Materials Inc

Technology
Q1 2018 Filed on May 15, 2018
80
$45.75 - $61.61 $3.66K - $4.93K
Willbros Group Inc Del Com
Q1 2018 Filed on May 15, 2018
3,000
N/A
Eqt Midstream Partners LP Unit LTD Partn
Q4 2017 Filed on Feb 12, 2018
110
N/A
SBOW
Silverbow Resources, Inc.

Energy
Q4 2017 Filed on Feb 12, 2018
24
$21.78 - $29.72 $523 - $713
COTY
Coty Inc.

Consumer Defensive
Q4 2017 Filed on Feb 12, 2018
74
$14.36 - $20.15 $1.06K - $1.49K
Kinder Morgan Inc Del Pfd Ser A
Q4 2017 Filed on Feb 12, 2018
435
N/A
Coach Inc Com
Q4 2017 Filed on Feb 12, 2018
295
N/A
Western Gas Partners LP Com Unit LP In
Q4 2017 Filed on Feb 12, 2018
180
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2017 Filed on Feb 12, 2018
435
N/A
Andeavor Logistics LP Com Unit LP Int
Q4 2017 Filed on Feb 12, 2018
84
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2017 Filed on Feb 12, 2018
168
$64.71 - $71.17 $10.9K - $12K
JACK
Jack In The Box Inc

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
15
$98.11 - $106.61 $1.47K - $1.6K
Esterline Technologies Corp Com
Q4 2017 Filed on Feb 12, 2018
22
N/A
Commercehub Inc Com Ser C
Q4 2017 Filed on Feb 12, 2018
10
N/A
Commercehub Inc Com Ser A
Q4 2017 Filed on Feb 12, 2018
4
N/A
Delphi Automotive PLC Shs
Q4 2017 Filed on Feb 12, 2018
1,000
N/A
Teligent Inc New Com
Q4 2017 Filed on Feb 12, 2018
181
N/A
NLS
Nautilus, Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
103
$12.4 - $17.25 $1.28K - $1.78K
Tallgrass Energy Partners LP Com Unit
Q4 2017 Filed on Feb 12, 2018
97
N/A
Dow Chem CO Com
Q4 2017 Filed on Feb 12, 2018
0
N/A
AGR
Avangrid, Inc.

Utilities
Q4 2017 Filed on Feb 12, 2018
833
$47.38 - $53.07 $39.5K - $44.2K
Potash Corp Sask Inc Com
Q4 2017 Filed on Feb 12, 2018
306
N/A
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
74
$109.23 - $120.92 $8.08K - $8.95K
Oaktree Cap Group LLC Unit Cl A
Q4 2017 Filed on Feb 12, 2018
1,250
N/A
DXCM
Dexcom Inc

Healthcare
Q4 2017 Filed on Feb 12, 2018
100
$11.12 - $15.38 $1.11K - $1.54K
TEN
Tenneco Inc

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
25
$55.02 - $65.29 $1.38K - $1.63K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q4 2017 Filed on Feb 12, 2018
200
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
0
$29.24 - $48.55 $0 - $0
IMO
Imperial Oil LTD

Energy
Q4 2017 Filed on Feb 12, 2018
344
$29.51 - $32.38 $10.2K - $11.1K
AN
Autonation, Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 12, 2018
300
$44.0 - $56.25 $13.2K - $16.9K
Sucampo Pharmaceuticals Inc Cl A
Q4 2017 Filed on Feb 12, 2018
1,286
N/A
Spdr Bloomberg Barclays 1 3 Month T Bill ETF
Q4 2017 Filed on Feb 12, 2018
4,378
N/A
AYI
Acuity Brands Inc

Industrials
Q4 2017 Filed on Feb 12, 2018
520
$156.39 - $178.33 $81.3K - $92.7K
BATRA
Liberty Media Corp

Communication Services
Q4 2017 Filed on Feb 12, 2018
4
$21.64 - $26.25 $86.6 - $105
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