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Holistic Financial Partners’s Danaher DHR Stock Holding History

Holistic Financial Partners’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-355
Closed -$31K – 114
2018
Q1 		$31K Hold
355
– – 0.03% 247
2017
Q4 		$29K Buy
+355
New +$28.9K 0.02% 252

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 DHR Position: Q2 2018 in Review

Holistic Financial Partners sold out of Danaher (DHR) in Q2 2018, closing a stake of 355 shares — an estimated $31K sold.

Holistic Financial Partners first reported a position in DHR in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 1,246 funds tracked by Wall St. Rank hold DHR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Danaher position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 355 Danaher shares in Q2 2018, an estimated $31K.
  • Holistic Financial Partners first reported a position in Danaher in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Danaher position peaked at $31K in Q1 2018.
  • 1,246 funds tracked by Wall St. Rank held Danaher as of Q2 2018.

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