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Holistic Financial Partners’s Ball Corp BALL Stock Holding History

Holistic Financial Partners’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-890
Closed -$35K – 64
2018
Q1 		$35K Buy
890
+405
+84% +$15.8K 0.03% 232
2017
Q4 		$18K Buy
+485
New +$19.7K 0.01% 287

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Wellington Management Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Holistic Financial Partners sold out of Ball Corp (BALL) in Q2 2018, closing a stake of 890 shares — an estimated $35K sold.

Holistic Financial Partners first reported a position in BALL in Q4 2017 and held it in 2 quarters. The position peaked at $35K in Q1 2018. 466 funds tracked by Wall St. Rank hold BALL as of Q2 2018.

  • Holistic Financial Partners reported no remaining Ball Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 890 Ball Corp shares in Q2 2018, an estimated $35K.
  • Holistic Financial Partners first reported a position in Ball Corp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Ball Corp position peaked at $35K in Q1 2018.
  • 466 funds tracked by Wall St. Rank held Ball Corp as of Q2 2018.

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