YorkBridge Wealth Partners, LLC Buys Mastercard Inc, DuPont de Nemours Inc, Kinder Morgan Inc, Sells Cohen & Steers Duration Pref & Inc, US Bancorp, iShares Core Dividend Growth

Investment company YorkBridge Wealth Partners, LLC (Current Portfolio) buys Mastercard Inc, DuPont de Nemours Inc, Kinder Morgan Inc, Hubbell Inc, TCG BDC Inc, sells Cohen & Steers Duration Pref & Inc, US Bancorp, iShares Core Dividend Growth, Bank of New York Mellon Corp, Texas Roadhouse Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, YorkBridge Wealth Partners, LLC. As of 2019Q2, YorkBridge Wealth Partners, LLC owns 752 stocks with a total value of $221 million. These are the details of the buys and sells.

For the details of YorkBridge Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/yorkbridge+wealth+partners%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of YorkBridge Wealth Partners, LLC
  1. WR Berkley Corp (WRB) - 146,316 shares, 4.37% of the total portfolio. Shares added by 2.20%
  2. Microsoft Corp (MSFT) - 61,211 shares, 3.72% of the total portfolio. Shares reduced by 2.02%
  3. Amazon.com Inc (AMZN) - 4,177 shares, 3.59% of the total portfolio. Shares reduced by 0.31%
  4. Apple Inc (AAPL) - 37,164 shares, 3.34% of the total portfolio. Shares reduced by 1.01%
  5. Visa Inc (V) - 24,429 shares, 1.92% of the total portfolio. Shares reduced by 2.1%
New Purchase: DuPont de Nemours Inc (6D81)

YorkBridge Wealth Partners, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $63.50. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,874 shares as of .

New Purchase: Hubbell Inc (HUBB)

YorkBridge Wealth Partners, LLC initiated holding in Hubbell Inc. The purchase prices were between $114.54 and $130.4, with an estimated average price of $123.37. The stock is now traded at around $124.69. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,980 shares as of .

New Purchase: Rio Tinto PLC (RIO)

YorkBridge Wealth Partners, LLC initiated holding in Rio Tinto PLC. The purchase prices were between $57.16 and $62.78, with an estimated average price of $59.93. The stock is now traded at around $60.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,549 shares as of .

New Purchase: HD Supply Holdings Inc (HDS)

YorkBridge Wealth Partners, LLC initiated holding in HD Supply Holdings Inc. The purchase prices were between $39.35 and $47, with an estimated average price of $42.9. The stock is now traded at around $39.63. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,087 shares as of .

New Purchase: SPDR MidCap Trust Series I (MDY)

YorkBridge Wealth Partners, LLC initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $330.13 and $361.02, with an estimated average price of $349.42. The stock is now traded at around $353.31. The impact to a portfolio due to this purchase was 0.03%. The holding were 175 shares as of .

New Purchase: Nuveen New York AMT-Free Quality Municipal Income (NRK)

YorkBridge Wealth Partners, LLC initiated holding in Nuveen New York AMT-Free Quality Municipal Income . The purchase prices were between $12.55 and $13.21, with an estimated average price of $12.93. The stock is now traded at around $13.20. The impact to a portfolio due to this purchase was 0.01%. The holding were 931 shares as of .

Added: Mastercard Inc (MA)

YorkBridge Wealth Partners, LLC added to a holding in Mastercard Inc by 26.12%. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $275.61. The impact to a portfolio due to this purchase was 0.31%. The holding were 12,625 shares as of .

Added: Kinder Morgan Inc (KMI)

YorkBridge Wealth Partners, LLC added to a holding in Kinder Morgan Inc by 1381.63%. The purchase prices were between $19.36 and $21.38, with an estimated average price of $20.15. The stock is now traded at around $20.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,520 shares as of .

Added: TCG BDC Inc (CGBD)

YorkBridge Wealth Partners, LLC added to a holding in TCG BDC Inc by 33.14%. The purchase prices were between $14.6 and $15.51, with an estimated average price of $14.94. The stock is now traded at around $15.14. The impact to a portfolio due to this purchase was 0.1%. The holding were 56,650 shares as of .

Added: FedEx Corp (FDX)

YorkBridge Wealth Partners, LLC added to a holding in FedEx Corp by 177.53%. The purchase prices were between $152.34 and $198.15, with an estimated average price of $175.21. The stock is now traded at around $165.45. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,840 shares as of .

Added: Aon PLC (AON)

YorkBridge Wealth Partners, LLC added to a holding in Aon PLC by 48.42%. The purchase prices were between $172 and $193.52, with an estimated average price of $181.07. The stock is now traded at around $196.30. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,918 shares as of .

Added: Progressive Corp (PGR)

YorkBridge Wealth Partners, LLC added to a holding in Progressive Corp by 33.69%. The purchase prices were between $71.53 and $83.34, with an estimated average price of $77.36. The stock is now traded at around $80.76. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,746 shares as of .

Sold Out: Texas Roadhouse Inc (TXRH)

YorkBridge Wealth Partners, LLC sold out a holding in Texas Roadhouse Inc. The sale prices were between $51.26 and $62.84, with an estimated average price of $56.25.

Sold Out: Blackstone Group Inc (BX)

YorkBridge Wealth Partners, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: Masco Corp (MAS)

YorkBridge Wealth Partners, LLC sold out a holding in Masco Corp. The sale prices were between $34.92 and $40.85, with an estimated average price of $38.56.

Sold Out: Preferred Apartment Communities Inc (APTS)

YorkBridge Wealth Partners, LLC sold out a holding in Preferred Apartment Communities Inc. The sale prices were between $14.44 and $16.8, with an estimated average price of $15.57.

Sold Out: Clorox Co (CLX)

YorkBridge Wealth Partners, LLC sold out a holding in Clorox Co. The sale prices were between $146.72 and $159.73, with an estimated average price of $152.72.

Sold Out: Universal Insurance Holdings Inc (UVE)

YorkBridge Wealth Partners, LLC sold out a holding in Universal Insurance Holdings Inc. The sale prices were between $27.36 and $31.99, with an estimated average price of $29.27.



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