Holistic Financial Partners’s Dover DOV Stock Holding History

Holistic Financial Partners’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-46	Closed	-$4K	–	118
2018 Q1	$4K	Buy	+46	New	+$3.77K	﹤0.01%	386

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Holistic Financial Partners sold out of Dover (DOV) in Q2 2018, closing a stake of 46 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in DOV in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 632 funds tracked by Wall St. Rank hold DOV as of Q2 2018.

Holistic Financial Partners reported no remaining Dover position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 46 Dover shares in Q2 2018, an estimated $4K.
Holistic Financial Partners first reported a position in Dover in Q1 2018 and held it in 1 quarter.
Holistic Financial Partners's Dover position peaked at $4K in Q1 2018.
632 funds tracked by Wall St. Rank held Dover as of Q2 2018.

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