HFP
DLPH

Holistic Financial Partners’s Delphi Technologies PLC Ordinary Shares DLPH Stock Holding History

Holistic Financial Partners’s Portfolio DLPH Stock Details DLPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-490
Closed -$23K – 405
2018
Q1 		$23K Buy
490
+372
+315% +$19.3K 0.02% 265
2017
Q4 		$6K Buy
+118
New +$6.13K ﹤0.01% 372

Other funds holding DLPH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

Holistic Financial Partners sold out of Delphi Technologies PLC Ordinary Shares (DLPH) in Q2 2018, closing a stake of 490 shares — an estimated $23K sold.

Holistic Financial Partners first reported a position in DLPH in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 353 funds tracked by Wall St. Rank hold DLPH as of Q2 2018.

  • Holistic Financial Partners reported no remaining Delphi Technologies PLC Ordinary Shares position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 490 Delphi Technologies PLC Ordinary Shares shares in Q2 2018, an estimated $23K.
  • Holistic Financial Partners first reported a position in Delphi Technologies PLC Ordinary Shares in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Delphi Technologies PLC Ordinary Shares position peaked at $23K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held Delphi Technologies PLC Ordinary Shares as of Q2 2018.

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