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Holistic Financial Partners’s Robert Half RHI Stock Holding History

Holistic Financial Partners’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-38
Closed -$2K – 287
2018
Q1 		$2K Hold
38
– – ﹤0.01% 428
2017
Q4 		$2K Buy
+38
New +$2.02K ﹤0.01% 434

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AQR Capital Management
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Boston Partners
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Holistic Financial Partners sold out of Robert Half (RHI) in Q2 2018, closing a stake of 38 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in RHI in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 474 funds tracked by Wall St. Rank hold RHI as of Q2 2018.

  • Holistic Financial Partners reported no remaining Robert Half position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 38 Robert Half shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Robert Half in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Robert Half position peaked at $2K in Q1 2018.
  • 474 funds tracked by Wall St. Rank held Robert Half as of Q2 2018.

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