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Holistic Financial Partners’s SBA Communications SBAC Stock Holding History

Holistic Financial Partners’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-230
Closed -$39K – 296
2018
Q1 		$39K Hold
230
– – 0.03% 224
2017
Q4 		$38K Buy
+230
New +$36.5K 0.03% 228

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

Holistic Financial Partners sold out of SBA Communications (SBAC) in Q2 2018, closing a stake of 230 shares — an estimated $39K sold.

Holistic Financial Partners first reported a position in SBAC in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 494 funds tracked by Wall St. Rank hold SBAC as of Q2 2018.

  • Holistic Financial Partners reported no remaining SBA Communications position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 230 SBA Communications shares in Q2 2018, an estimated $39K.
  • Holistic Financial Partners first reported a position in SBA Communications in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's SBA Communications position peaked at $39K in Q1 2018.
  • 494 funds tracked by Wall St. Rank held SBA Communications as of Q2 2018.

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