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Holistic Financial Partners’s Belden BDC Stock Holding History

Holistic Financial Partners’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-43
Closed -$3K – 68
2018
Q1 		$3K Hold
43
– – ﹤0.01% 401
2017
Q4 		$3K Buy
+43
New +$3.55K ﹤0.01% 407

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

Holistic Financial Partners sold out of Belden (BDC) in Q2 2018, closing a stake of 43 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in BDC in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 230 funds tracked by Wall St. Rank hold BDC as of Q2 2018.

  • Holistic Financial Partners reported no remaining Belden position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 43 Belden shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Belden in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Belden position peaked at $3K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held Belden as of Q2 2018.

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