Holistic Financial Partners’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,715	Closed	-$93K	–	471
2017 Q4	$93K	Buy	+1,715	New	+$97.7K	0.08%	122

Other funds holding LVNTA

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Holistic Financial Partners sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 1,715 shares — an estimated $93K sold.

Holistic Financial Partners first reported a position in LVNTA in Q4 2017 and held it in 1 quarter. The position peaked at $93K in Q4 2017. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

Holistic Financial Partners reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
Holistic Financial Partners sold 1,715 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $93K.
Holistic Financial Partners first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2017 and held it in 1 quarter.
Holistic Financial Partners's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $93K in Q4 2017.
2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

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