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Holistic Financial Partners’s TAL Education Group TAL Stock Holding History

Holistic Financial Partners’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,440
Closed -$53K – 323
2018
Q1 		$53K Buy
1,440
+261
+22% +$8.96K 0.04% 187
2017
Q4 		$35K Buy
+1,179
New +$35.9K 0.03% 237

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TIM
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Holistic Financial Partners's TAL Position: Q2 2018 in Review

Holistic Financial Partners sold out of TAL Education Group (TAL) in Q2 2018, closing a stake of 1,440 shares — an estimated $53K sold.

Holistic Financial Partners first reported a position in TAL in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q1 2018. 293 funds tracked by Wall St. Rank hold TAL as of Q2 2018.

  • Holistic Financial Partners reported no remaining TAL Education Group position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,440 TAL Education Group shares in Q2 2018, an estimated $53K.
  • Holistic Financial Partners first reported a position in TAL Education Group in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's TAL Education Group position peaked at $53K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2018.

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