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Holistic Financial Partners’s Cleveland-Cliffs CLF Stock Holding History

Holistic Financial Partners’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-205
Closed -$1K – 94
2018
Q1 		$1K Hold
205
– – ﹤0.01% 434
2017
Q4 		$1K Buy
+205
New +$1.36K ﹤0.01% 443

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Holistic Financial Partners sold out of Cleveland-Cliffs (CLF) in Q2 2018, closing a stake of 205 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in CLF in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 269 funds tracked by Wall St. Rank hold CLF as of Q2 2018.

  • Holistic Financial Partners reported no remaining Cleveland-Cliffs position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 205 Cleveland-Cliffs shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in Cleveland-Cliffs in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Cleveland-Cliffs position peaked at $1K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2018.

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