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Holistic Financial Partners’s Cardinal Health CAH Stock Holding History

Holistic Financial Partners’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-59
Closed -$4K – 84
2018
Q1 		$4K Buy
59
+11
+23% +$755 ﹤0.01% 383
2017
Q4 		$3K Buy
+48
New +$2.97K ﹤0.01% 408

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Holistic Financial Partners sold out of Cardinal Health (CAH) in Q2 2018, closing a stake of 59 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in CAH in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 710 funds tracked by Wall St. Rank hold CAH as of Q2 2018.

  • Holistic Financial Partners reported no remaining Cardinal Health position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 59 Cardinal Health shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Cardinal Health in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Cardinal Health position peaked at $4K in Q1 2018.
  • 710 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2018.

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