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Holistic Financial Partners’s Diamondback Energy FANG Stock Holding History

Holistic Financial Partners’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-137
Closed -$17K – 147
2018
Q1 		$17K Sell
137
-3
-2% -$378 0.01% 286
2017
Q4 		$18K Buy
+140
New +$15.2K 0.01% 289

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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T. Rowe Price Associates
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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Holistic Financial Partners sold out of Diamondback Energy (FANG) in Q2 2018, closing a stake of 137 shares — an estimated $17K sold.

Holistic Financial Partners first reported a position in FANG in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 454 funds tracked by Wall St. Rank hold FANG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Diamondback Energy position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 137 Diamondback Energy shares in Q2 2018, an estimated $17K.
  • Holistic Financial Partners first reported a position in Diamondback Energy in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Diamondback Energy position peaked at $18K in Q4 2017.
  • 454 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2018.

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