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Holistic Financial Partners’s Howmet Aerospace HWM Stock Holding History

Holistic Financial Partners’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-486
Closed -$9K – 180
2018
Q1 		$9K Sell
486
-1,716
-78% -$34.9K 0.01% 323
2017
Q4 		$46K Buy
+2,202
New +$42.8K 0.04% 211

Other funds holding HWM

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Holistic Financial Partners sold out of Howmet Aerospace (HWM) in Q2 2018, closing a stake of 486 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in HWM in Q4 2017 and held it in 2 quarters. The position peaked at $46K in Q4 2017. 499 funds tracked by Wall St. Rank hold HWM as of Q2 2018.

  • Holistic Financial Partners reported no remaining Howmet Aerospace position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 486 Howmet Aerospace shares in Q2 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in Howmet Aerospace in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Howmet Aerospace position peaked at $46K in Q4 2017.
  • 499 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2018.

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