Holistic Financial Partners’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,336	Closed	-$15K	–	146
2018 Q1	$15K	Hold	1,336	–	–	0.01%	294
2017 Q4	$17K	Buy	+1,336	New	+$16.4K	0.01%	294

Other funds holding F

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Holistic Financial Partners sold out of Ford (F) in Q2 2018, closing a stake of 1,336 shares — an estimated $15K sold.

Holistic Financial Partners first reported a position in F in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 1,165 funds tracked by Wall St. Rank hold F as of Q2 2018.

Holistic Financial Partners reported no remaining Ford position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 1,336 Ford shares in Q2 2018, an estimated $15K.
Holistic Financial Partners first reported a position in Ford in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's Ford position peaked at $17K in Q4 2017.
1,165 funds tracked by Wall St. Rank held Ford as of Q2 2018.

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