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Holistic Financial Partners’s Steel Dynamics STLD Stock Holding History

Holistic Financial Partners’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-766
Closed -$34K – 316
2018
Q1 		$34K Buy
766
+9
+1% +$414 0.03% 239
2017
Q4 		$33K Buy
+757
New +$29.1K 0.03% 245

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State Street
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Fidelity Investments
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Norges Bank
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Goldman Sachs
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Dimensional Fund Advisors
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AL
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Holistic Financial Partners's STLD Position: Q2 2018 in Review

Holistic Financial Partners sold out of Steel Dynamics (STLD) in Q2 2018, closing a stake of 766 shares — an estimated $34K sold.

Holistic Financial Partners first reported a position in STLD in Q4 2017 and held it in 2 quarters. The position peaked at $34K in Q1 2018. 517 funds tracked by Wall St. Rank hold STLD as of Q2 2018.

  • Holistic Financial Partners reported no remaining Steel Dynamics position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 766 Steel Dynamics shares in Q2 2018, an estimated $34K.
  • Holistic Financial Partners first reported a position in Steel Dynamics in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Steel Dynamics position peaked at $34K in Q1 2018.
  • 517 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2018.

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