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Holistic Financial Partners’s Crown Holdings CCK Stock Holding History

Holistic Financial Partners’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-52
Closed -$3K – 88
2018
Q1 		$3K Hold
52
– – ﹤0.01% 402
2017
Q4 		$3K Buy
+52
New +$3.08K ﹤0.01% 409

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CGI
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LAM
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TCIM
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Holistic Financial Partners's CCK Position: Q2 2018 in Review

Holistic Financial Partners sold out of Crown Holdings (CCK) in Q2 2018, closing a stake of 52 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in CCK in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 344 funds tracked by Wall St. Rank hold CCK as of Q2 2018.

  • Holistic Financial Partners reported no remaining Crown Holdings position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 52 Crown Holdings shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Crown Holdings in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Crown Holdings position peaked at $3K in Q1 2018.
  • 344 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2018.

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