HFP
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Holistic Financial Partners’s NetApp NTAP Stock Holding History

Holistic Financial Partners’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-330
Closed -$20K – 254
2018
Q1 		$20K Buy
330
+109
+49% +$6.65K 0.02% 276
2017
Q4 		$12K Buy
+221
New +$11.1K 0.01% 319

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Invesco
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Capital International Investors
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Allianz Asset Management
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Ninety One (UK)
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Holistic Financial Partners's NTAP Position: Q2 2018 in Review

Holistic Financial Partners sold out of NetApp (NTAP) in Q2 2018, closing a stake of 330 shares — an estimated $20K sold.

Holistic Financial Partners first reported a position in NTAP in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 575 funds tracked by Wall St. Rank hold NTAP as of Q2 2018.

  • Holistic Financial Partners reported no remaining NetApp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 330 NetApp shares in Q2 2018, an estimated $20K.
  • Holistic Financial Partners first reported a position in NetApp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's NetApp position peaked at $20K in Q1 2018.
  • 575 funds tracked by Wall St. Rank held NetApp as of Q2 2018.

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