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Holistic Financial Partners’s Everest Group EG Stock Holding History

Holistic Financial Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-38
Closed -$10K – 132
2018
Q1 		$10K Buy
38
+30
+375% +$7.2K 0.01% 316
2017
Q4 		$2K Buy
+8
New +$1.8K ﹤0.01% 425

Other funds holding EG

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Holistic Financial Partners sold out of Everest Group (EG) in Q2 2018, closing a stake of 38 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in EG in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 439 funds tracked by Wall St. Rank hold EG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 38 Everest Group shares in Q2 2018, an estimated $10K.
  • Holistic Financial Partners first reported a position in Everest Group in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Everest Group position peaked at $10K in Q1 2018.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

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