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Holistic Financial Partners’s Transocean RIG Stock Holding History

Holistic Financial Partners’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,280
Closed -$23K – 288
2018
Q1 		$23K Buy
2,280
+240
+12% +$2.47K 0.02% 263
2017
Q4 		$22K Buy
+2,040
New +$21.2K 0.02% 274

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

Holistic Financial Partners sold out of Transocean (RIG) in Q2 2018, closing a stake of 2,280 shares — an estimated $23K sold.

Holistic Financial Partners first reported a position in RIG in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 446 funds tracked by Wall St. Rank hold RIG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Transocean position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 2,280 Transocean shares in Q2 2018, an estimated $23K.
  • Holistic Financial Partners first reported a position in Transocean in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Transocean position peaked at $23K in Q1 2018.
  • 446 funds tracked by Wall St. Rank held Transocean as of Q2 2018.

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