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Holistic Financial Partners’s CF Industries CF Stock Holding History

Holistic Financial Partners’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-270
Closed -$10K – 89
2018
Q1 		$10K Sell
270
-465
-63% -$18.9K 0.01% 315
2017
Q4 		$31K Buy
+735
New +$27.7K 0.03% 248

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Holistic Financial Partners sold out of CF Industries (CF) in Q2 2018, closing a stake of 270 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in CF in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q4 2017. 502 funds tracked by Wall St. Rank hold CF as of Q2 2018.

  • Holistic Financial Partners reported no remaining CF Industries position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 270 CF Industries shares in Q2 2018, an estimated $10K.
  • Holistic Financial Partners first reported a position in CF Industries in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's CF Industries position peaked at $31K in Q4 2017.
  • 502 funds tracked by Wall St. Rank held CF Industries as of Q2 2018.

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