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Holistic Financial Partners’s Lightbridge LTBR Stock Holding History

Holistic Financial Partners’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$1K – 224
2018
Q1 		$1K Buy
+50
New +$951 ﹤0.01% 436

Other funds holding LTBR

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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Holistic Financial Partners sold out of Lightbridge (LTBR) in Q2 2018, closing a stake of 50 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in LTBR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 21 funds tracked by Wall St. Rank hold LTBR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Lightbridge position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 50 Lightbridge shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in Lightbridge in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Lightbridge position peaked at $1K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Lightbridge as of Q2 2018.

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