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Holistic Financial Partners’s AerCap AER Stock Holding History

Holistic Financial Partners’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,479
Closed -$75K – 42
2018
Q1 		$75K Buy
1,479
+84
+6% +$4.36K 0.06% 141
2017
Q4 		$73K Buy
+1,395
New +$72.6K 0.06% 147

Other funds holding AER

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Holistic Financial Partners sold out of AerCap (AER) in Q2 2018, closing a stake of 1,479 shares — an estimated $75K sold.

Holistic Financial Partners first reported a position in AER in Q4 2017 and held it in 2 quarters. The position peaked at $75K in Q1 2018. 337 funds tracked by Wall St. Rank hold AER as of Q2 2018.

  • Holistic Financial Partners reported no remaining AerCap position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,479 AerCap shares in Q2 2018, an estimated $75K.
  • Holistic Financial Partners first reported a position in AerCap in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's AerCap position peaked at $75K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held AerCap as of Q2 2018.

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