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Holistic Financial Partners’s American International AIG Stock Holding History

Holistic Financial Partners’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-597
Closed -$32K – 45
2018
Q1 		$32K Buy
597
+7
+1% +$414 0.03% 241
2017
Q4 		$35K Buy
+590
New +$36.2K 0.03% 235

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Holistic Financial Partners sold out of American International (AIG) in Q2 2018, closing a stake of 597 shares — an estimated $32K sold.

Holistic Financial Partners first reported a position in AIG in Q4 2017 and held it in 2 quarters. The position peaked at $35K in Q4 2017. 838 funds tracked by Wall St. Rank hold AIG as of Q2 2018.

  • Holistic Financial Partners reported no remaining American International position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 597 American International shares in Q2 2018, an estimated $32K.
  • Holistic Financial Partners first reported a position in American International in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's American International position peaked at $35K in Q4 2017.
  • 838 funds tracked by Wall St. Rank held American International as of Q2 2018.

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