Holistic Financial Partners’s Celanese CE Stock Holding History

Holistic Financial Partners’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-93	Closed	-$10K	–	452
2017 Q4	$10K	Buy	+93	New	+$9.88K	0.01%	327

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Holistic Financial Partners sold out of Celanese (CE) in Q1 2018, closing a stake of 93 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in CE in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 502 funds tracked by Wall St. Rank hold CE as of Q1 2018.

Holistic Financial Partners reported no remaining Celanese position as of Q1 2018 after selling out during the quarter.
Holistic Financial Partners sold 93 Celanese shares in Q1 2018, an estimated $10K.
Holistic Financial Partners first reported a position in Celanese in Q4 2017 and held it in 1 quarter.
Holistic Financial Partners's Celanese position peaked at $10K in Q4 2017.
502 funds tracked by Wall St. Rank held Celanese as of Q1 2018.

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