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Holistic Financial Partners’s GE Aerospace GE Stock Holding History

Holistic Financial Partners’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-116
Closed -$8K – 161
2018
Q1 		$8K Sell
116
-70
-38% -$5.19K 0.01% 335
2017
Q4 		$16K Buy
+186
New +$17.8K 0.01% 300

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Holistic Financial Partners sold out of GE Aerospace (GE) in Q2 2018, closing a stake of 116 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in GE in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 1,940 funds tracked by Wall St. Rank hold GE as of Q2 2018.

  • Holistic Financial Partners reported no remaining GE Aerospace position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 116 GE Aerospace shares in Q2 2018, an estimated $8K.
  • Holistic Financial Partners first reported a position in GE Aerospace in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's GE Aerospace position peaked at $16K in Q4 2017.
  • 1,940 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2018.

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