HFP
PE

Holistic Financial Partners’s PARSLEY ENERGY INC PE Stock Holding History

Holistic Financial Partners’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-228
Closed -$7K – 400
2018
Q1 		$7K Buy
228
+88
+63% +$2.34K 0.01% 353
2017
Q4 		$4K Buy
+140
New +$3.74K ﹤0.01% 406

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Holistic Financial Partners sold out of PARSLEY ENERGY INC (PE) in Q2 2018, closing a stake of 228 shares — an estimated $7K sold.

Holistic Financial Partners first reported a position in PE in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 355 funds tracked by Wall St. Rank hold PE as of Q2 2018.

  • Holistic Financial Partners reported no remaining PARSLEY ENERGY INC position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 228 PARSLEY ENERGY INC shares in Q2 2018, an estimated $7K.
  • Holistic Financial Partners first reported a position in PARSLEY ENERGY INC in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's PARSLEY ENERGY INC position peaked at $7K in Q1 2018.
  • 355 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q2 2018.

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