Holistic Financial Partners’s Grupo Aval AVAL Stock Holding History

Holistic Financial Partners’s Portfolio AVAL Stock Details AVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-13,764	Closed	-$110K	–	91
2019 Q2	$110K	Hold	13,764	–	–	0.11%	77
2019 Q1	$107K	Hold	13,764	–	–	0.05%	137
2018 Q4	$81K	Hold	13,764	–	–	0.08%	67
2018 Q3	$107K	Hold	13,764	–	–	0.1%	77
2018 Q2	$114K	Hold	13,764	–	–	0.13%	29
2018 Q1	$114K	Buy	13,764 +1,166	+9%	+$10.2K	0.1%	100
2017 Q4	$107K	Buy	+12,598	New	+$108K	0.09%	111

Other funds holding AVAL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NCM

Newfoundland Capital Management Sao Paulo, Brazil $9.47M AUM 21.24% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Holistic Financial Partners's AVAL Position: Q3 2019 in Review

Holistic Financial Partners sold out of Grupo Aval (AVAL) in Q3 2019, closing a stake of 13,764 shares — an estimated $110K sold.

Holistic Financial Partners first reported a position in AVAL in Q4 2017 and held it in 7 quarters. The position peaked at $114K in Q2 2018. 70 funds tracked by Wall St. Rank hold AVAL as of Q3 2019.

Holistic Financial Partners reported no remaining Grupo Aval position as of Q3 2019 after selling out during the quarter.
Holistic Financial Partners sold 13,764 Grupo Aval shares in Q3 2019, an estimated $110K.
Holistic Financial Partners first reported a position in Grupo Aval in Q4 2017 and held it in 7 quarters.
Holistic Financial Partners's Grupo Aval position peaked at $114K in Q2 2018.
70 funds tracked by Wall St. Rank held Grupo Aval as of Q3 2019.

Based on Holistic Financial Partners's 13F filing for Q3 2019, filed 7 Nov 2019.