HFP
KTWO

Holistic Financial Partners’s K2M Group Holdings, Inc KTWO Stock Holding History

Holistic Financial Partners’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$9K – 468
2017
Q4 		$9K Buy
+500
New +$9.49K 0.01% 342

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Wellington Management Group
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WRF
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Holistic Financial Partners sold out of K2M Group Holdings, Inc (KTWO) in Q1 2018, closing a stake of 500 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in KTWO in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 145 funds tracked by Wall St. Rank hold KTWO as of Q1 2018.

  • Holistic Financial Partners reported no remaining K2M Group Holdings, Inc position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 500 K2M Group Holdings, Inc shares in Q1 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in K2M Group Holdings, Inc in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's K2M Group Holdings, Inc position peaked at $9K in Q4 2017.
  • 145 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q1 2018.

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