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Holistic Financial Partners’s Southern Copper SCCO Stock Holding History

Holistic Financial Partners’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-497
Closed -$25K – 298
2018
Q1 		$25K Sell
497
-420
-46% -$19.7K 0.02% 258
2017
Q4 		$40K Buy
+917
New +$36.4K 0.03% 221

Other funds holding SCCO

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Holistic Financial Partners sold out of Southern Copper (SCCO) in Q2 2018, closing a stake of 497 shares — an estimated $25K sold.

Holistic Financial Partners first reported a position in SCCO in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q4 2017. 290 funds tracked by Wall St. Rank hold SCCO as of Q2 2018.

  • Holistic Financial Partners reported no remaining Southern Copper position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 497 Southern Copper shares in Q2 2018, an estimated $25K.
  • Holistic Financial Partners first reported a position in Southern Copper in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Southern Copper position peaked at $40K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Southern Copper as of Q2 2018.

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