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Holistic Financial Partners’s China Yuchai International CYD Stock Holding History

Holistic Financial Partners’s Portfolio CYD Stock Details CYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,285
Closed -$70K – 108
2018
Q1 		$70K Buy
3,285
+102
+3% +$2.46K 0.06% 150
2017
Q4 		$76K Buy
+3,183
New +$75.9K 0.06% 145

Other funds holding CYD

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BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

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

Holistic Financial Partners sold out of China Yuchai International (CYD) in Q2 2018, closing a stake of 3,285 shares — an estimated $70K sold.

Holistic Financial Partners first reported a position in CYD in Q4 2017 and held it in 2 quarters. The position peaked at $76K in Q4 2017. 85 funds tracked by Wall St. Rank hold CYD as of Q2 2018.

  • Holistic Financial Partners reported no remaining China Yuchai International position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 3,285 China Yuchai International shares in Q2 2018, an estimated $70K.
  • Holistic Financial Partners first reported a position in China Yuchai International in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's China Yuchai International position peaked at $76K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held China Yuchai International as of Q2 2018.

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