Holistic Financial Partners’s Forest City Realty Trust, Inc. FCE.A Stock Holding History

Holistic Financial Partners’s Portfolio FCE.A Stock Details FCE.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,720	Closed	-$219K	–	83
2018 Q3	$219K	Buy	+8,720	New	+$212K	0.2%	68
2018 Q2	–	Sell	-8,720	Closed	-$177K	–	421
2018 Q1	$177K	Hold	8,720	–	–	0.15%	74
2017 Q4	$210K	Buy	+8,720	New	+$216K	0.17%	68

Other funds holding FCE.A

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Holistic Financial Partners's FCE.A Position: Q4 2018 in Review

Holistic Financial Partners sold out of Forest City Realty Trust, Inc. (FCE.A) in Q4 2018, closing a stake of 8,720 shares — an estimated $219K sold.

Holistic Financial Partners first reported a position in FCE.A in Q4 2017 and held it in 3 quarters. The position peaked at $219K in Q3 2018. 1 fund tracked by Wall St. Rank holds FCE.A as of Q4 2018.

Holistic Financial Partners reported no remaining Forest City Realty Trust, Inc. position as of Q4 2018 after selling out during the quarter.
Holistic Financial Partners sold 8,720 Forest City Realty Trust, Inc. shares in Q4 2018, an estimated $219K.
Holistic Financial Partners first reported a position in Forest City Realty Trust, Inc. in Q4 2017 and held it in 3 quarters.
Holistic Financial Partners's Forest City Realty Trust, Inc. position peaked at $219K in Q3 2018.
1 fund tracked by Wall St. Rank held Forest City Realty Trust, Inc. as of Q4 2018.

Based on Holistic Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.