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Holistic Financial Partners’s Banco Bradesco BBD Stock Holding History

Holistic Financial Partners’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15,145
Closed -$88K – 448
2017
Q4 		$88K Buy
+15,145
New +$90.7K 0.07% 128

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

Holistic Financial Partners sold out of Banco Bradesco (BBD) in Q1 2018, closing a stake of 15,145 shares — an estimated $88K sold.

Holistic Financial Partners first reported a position in BBD in Q4 2017 and held it in 1 quarter. The position peaked at $88K in Q4 2017. 202 funds tracked by Wall St. Rank hold BBD as of Q1 2018.

  • Holistic Financial Partners reported no remaining Banco Bradesco position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 15,145 Banco Bradesco shares in Q1 2018, an estimated $88K.
  • Holistic Financial Partners first reported a position in Banco Bradesco in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Banco Bradesco position peaked at $88K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2018.

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