Holistic Financial Partners’s Loews L Stock Holding History

Holistic Financial Partners’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-162	Closed	-$8K	–	214
2018 Q1	$8K	Hold	162	–	–	0.01%	337
2017 Q4	$8K	Buy	+162	New	+$8.01K	0.01%	347

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Holistic Financial Partners sold out of Loews (L) in Q2 2018, closing a stake of 162 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in L in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 509 funds tracked by Wall St. Rank hold L as of Q2 2018.

Holistic Financial Partners reported no remaining Loews position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 162 Loews shares in Q2 2018, an estimated $8K.
Holistic Financial Partners first reported a position in Loews in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's Loews position peaked at $8K in Q1 2018.
509 funds tracked by Wall St. Rank held Loews as of Q2 2018.

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