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Holistic Financial Partners’s Huron Consulting HURN Stock Holding History

Holistic Financial Partners’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-41
Closed -$2K – 179
2018
Q1 		$2K Hold
41
– – ﹤0.01% 422
2017
Q4 		$2K Buy
+41
New +$1.57K ﹤0.01% 428

Other funds holding HURN

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Vanguard Group
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VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Holistic Financial Partners sold out of Huron Consulting (HURN) in Q2 2018, closing a stake of 41 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in HURN in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 103 funds tracked by Wall St. Rank hold HURN as of Q2 2018.

  • Holistic Financial Partners reported no remaining Huron Consulting position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 41 Huron Consulting shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Huron Consulting in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Huron Consulting position peaked at $2K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Huron Consulting as of Q2 2018.

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