Holistic Financial Partners’s ResMed RMD Stock Holding History

Holistic Financial Partners’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-45	Closed	-$4K	–	290
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	396
2017 Q4	$4K	Buy	+45	New	+$3.72K	﹤0.01%	400

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Holistic Financial Partners sold out of ResMed (RMD) in Q2 2018, closing a stake of 45 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in RMD in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 465 funds tracked by Wall St. Rank hold RMD as of Q2 2018.

Holistic Financial Partners reported no remaining ResMed position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 45 ResMed shares in Q2 2018, an estimated $4K.
Holistic Financial Partners first reported a position in ResMed in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's ResMed position peaked at $4K in Q1 2018.
465 funds tracked by Wall St. Rank held ResMed as of Q2 2018.

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