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Holistic Financial Partners’s Home BancShares HOMB Stock Holding History

Holistic Financial Partners’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-88
Closed -$2K – 453
2017
Q4 		$2K Buy
+88
New +$2.06K ﹤0.01% 427

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T. Rowe Price Associates
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Financial Partners's HOMB Position: Q1 2018 in Review

Holistic Financial Partners sold out of Home BancShares (HOMB) in Q1 2018, closing a stake of 88 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in HOMB in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 248 funds tracked by Wall St. Rank hold HOMB as of Q1 2018.

  • Holistic Financial Partners reported no remaining Home BancShares position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 88 Home BancShares shares in Q1 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Home BancShares in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Home BancShares position peaked at $2K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Home BancShares as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.