HFP
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Holistic Financial Partners’s Ametek AME Stock Holding History

Holistic Financial Partners’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$4K – 50
2018
Q1 		$4K Hold
50
– – ﹤0.01% 380
2017
Q4 		$4K Buy
+50
New +$3.48K ﹤0.01% 386

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Holistic Financial Partners sold out of Ametek (AME) in Q2 2018, closing a stake of 50 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in AME in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 582 funds tracked by Wall St. Rank hold AME as of Q2 2018.

  • Holistic Financial Partners reported no remaining Ametek position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 50 Ametek shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Ametek in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Ametek position peaked at $4K in Q1 2018.
  • 582 funds tracked by Wall St. Rank held Ametek as of Q2 2018.

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