CWA
HOLI

Clarus Wealth Advisors’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Clarus Wealth Advisors’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-185
Closed -$4K – 570
2019
Q2 		$4K Hold
185
– – ﹤0.01% 530
2019
Q1 		$4K Buy
+185
New +$3.8K ﹤0.01% 623

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Clarus Wealth Advisors's HOLI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q3 2019, closing a stake of 185 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in HOLI in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 96 funds tracked by Wall St. Rank hold HOLI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 185 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $4K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.