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Holistic Financial Partners’s Liberty Latin America Class A LILA Stock Holding History

Holistic Financial Partners’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-954
Closed -$12K – 455
2017
Q4 		$12K Buy
+954
New +$13.5K 0.01% 318

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O
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ACM
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Russell Investments Group
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BlackRock
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

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

Holistic Financial Partners sold out of Liberty Latin America Class A (LILA) in Q1 2018, closing a stake of 954 shares — an estimated $12K sold.

Holistic Financial Partners first reported a position in LILA in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 140 funds tracked by Wall St. Rank hold LILA as of Q1 2018.

  • Holistic Financial Partners reported no remaining Liberty Latin America Class A position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 954 Liberty Latin America Class A shares in Q1 2018, an estimated $12K.
  • Holistic Financial Partners first reported a position in Liberty Latin America Class A in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Liberty Latin America Class A position peaked at $12K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q1 2018.

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