Holistic Financial Partners’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-27	Closed	-$5K	–	219
2018 Q1	$5K	Hold	27	–	–	﹤0.01%	372
2017 Q4	$5K	Buy	+27	New	+$4.74K	﹤0.01%	379

Other funds holding LEA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Holistic Financial Partners sold out of Lear (LEA) in Q2 2018, closing a stake of 27 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in LEA in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 573 funds tracked by Wall St. Rank hold LEA as of Q2 2018.

Holistic Financial Partners reported no remaining Lear position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 27 Lear shares in Q2 2018, an estimated $5K.
Holistic Financial Partners first reported a position in Lear in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's Lear position peaked at $5K in Q1 2018.
573 funds tracked by Wall St. Rank held Lear as of Q2 2018.

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