HFP
ABMD

Holistic Financial Partners’s Abiomed Inc ABMD Stock Holding History

Holistic Financial Partners’s Portfolio ABMD Stock Details ABMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-212
Closed -$62K – 392
2018
Q1 		$62K Buy
+212
New +$53.7K 0.05% 166

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Baillie Gifford & Co
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Renaissance Technologies
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State Street
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BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
PAI
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Financial Partners's ABMD Position: Q2 2018 in Review

Holistic Financial Partners sold out of Abiomed Inc (ABMD) in Q2 2018, closing a stake of 212 shares — an estimated $62K sold.

Holistic Financial Partners first reported a position in ABMD in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 527 funds tracked by Wall St. Rank hold ABMD as of Q2 2018.

  • Holistic Financial Partners reported no remaining Abiomed Inc position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 212 Abiomed Inc shares in Q2 2018, an estimated $62K.
  • Holistic Financial Partners first reported a position in Abiomed Inc in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Abiomed Inc position peaked at $62K in Q1 2018.
  • 527 funds tracked by Wall St. Rank held Abiomed Inc as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.