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Holistic Financial Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Holistic Financial Partners’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-82
Closed -$4K – 238
2018
Q1 		$4K Hold
82
– – ﹤0.01% 394
2017
Q4 		$4K Buy
+82
New +$4.09K ﹤0.01% 398

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

Holistic Financial Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2018, closing a stake of 82 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in MKC in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 772 funds tracked by Wall St. Rank hold MKC as of Q2 2018.

  • Holistic Financial Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 82 McCormick & Company Non-Voting shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in McCormick & Company Non-Voting in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's McCormick & Company Non-Voting position peaked at $4K in Q1 2018.
  • 772 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2018.

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