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Holistic Financial Partners’s KLA KLAC Stock Holding History

Holistic Financial Partners’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-360
Closed -$4K – 209
2018
Q1 		$4K Hold
360
– – ﹤0.01% 393
2017
Q4 		$4K Buy
+360
New +$3.79K ﹤0.01% 396

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Holistic Financial Partners sold out of KLA (KLAC) in Q2 2018, closing a stake of 360 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in KLAC in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 612 funds tracked by Wall St. Rank hold KLAC as of Q2 2018.

  • Holistic Financial Partners reported no remaining KLA position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 360 KLA shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in KLA in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's KLA position peaked at $4K in Q1 2018.
  • 612 funds tracked by Wall St. Rank held KLA as of Q2 2018.

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