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Holistic Financial Partners’s Nutrien NTR Stock Holding History

Holistic Financial Partners’s Portfolio NTR Stock Details NTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-124
Closed -$6K – 256
2018
Q1 		$6K Buy
+124
New +$6.21K 0.01% 360

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State Street
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BGC
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Holistic Financial Partners sold out of Nutrien (NTR) in Q2 2018, closing a stake of 124 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in NTR in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 561 funds tracked by Wall St. Rank hold NTR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Nutrien position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 124 Nutrien shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in Nutrien in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Nutrien position peaked at $6K in Q1 2018.
  • 561 funds tracked by Wall St. Rank held Nutrien as of Q2 2018.

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