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Holistic Financial Partners’s SLM Corp SLM Stock Holding History

Holistic Financial Partners’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-131
Closed -$1K – 310
2018
Q1 		$1K Hold
131
– – ﹤0.01% 437
2017
Q4 		$1K Buy
+131
New +$1.43K ﹤0.01% 444

Other funds holding SLM

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VH
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Holistic Financial Partners sold out of SLM Corp (SLM) in Q2 2018, closing a stake of 131 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in SLM in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 271 funds tracked by Wall St. Rank hold SLM as of Q2 2018.

  • Holistic Financial Partners reported no remaining SLM Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 131 SLM Corp shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in SLM Corp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's SLM Corp position peaked at $1K in Q1 2018.
  • 271 funds tracked by Wall St. Rank held SLM Corp as of Q2 2018.

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