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Holistic Financial Partners’s EQT Corp EQT Stock Holding History

Holistic Financial Partners’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-380
Closed -$10K – 140
2018
Q1 		$10K Buy
380
+132
+53% +$3.79K 0.01% 317
2017
Q4 		$8K Buy
+248
New +$8.13K 0.01% 344

Other funds holding EQT

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ALS
Andrew L. Share $214M AUM 14.75% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

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

Holistic Financial Partners sold out of EQT Corp (EQT) in Q2 2018, closing a stake of 380 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in EQT in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 537 funds tracked by Wall St. Rank hold EQT as of Q2 2018.

  • Holistic Financial Partners reported no remaining EQT Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 380 EQT Corp shares in Q2 2018, an estimated $10K.
  • Holistic Financial Partners first reported a position in EQT Corp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's EQT Corp position peaked at $10K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held EQT Corp as of Q2 2018.

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