HFP
AL

Holistic Financial Partners’s Air Lease Corp AL Stock Holding History

Holistic Financial Partners’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-129
Closed -$5K – 46
2018
Q1 		$5K Hold
129
– – ﹤0.01% 365
2017
Q4 		$6K Buy
+129
New +$5.67K ﹤0.01% 360

Other funds holding AL

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Holistic Financial Partners sold out of Air Lease Corp (AL) in Q2 2018, closing a stake of 129 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in AL in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 283 funds tracked by Wall St. Rank hold AL as of Q2 2018.

  • Holistic Financial Partners reported no remaining Air Lease Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 129 Air Lease Corp shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in Air Lease Corp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Air Lease Corp position peaked at $6K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2018.

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