HFP
BANX

Holistic Financial Partners’s ArrowMark Financial BANX Stock Holding History

Holistic Financial Partners’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$2K – 447
2017
Q4 		$2K Buy
+100
New +$2.05K ﹤0.01% 424

Other funds holding BANX

PAIM
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OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Financial Partners's BANX Position: Q1 2018 in Review

Holistic Financial Partners sold out of ArrowMark Financial (BANX) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in BANX in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 32 funds tracked by Wall St. Rank hold BANX as of Q1 2018.

  • Holistic Financial Partners reported no remaining ArrowMark Financial position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 100 ArrowMark Financial shares in Q1 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in ArrowMark Financial in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's ArrowMark Financial position peaked at $2K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.