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Holistic Financial Partners’s Textron TXT Stock Holding History

Holistic Financial Partners’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$3K – 340
2018
Q1 		$3K Hold
50
– – ﹤0.01% 411
2017
Q4 		$3K Buy
+50
New +$2.72K ﹤0.01% 416

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Holistic Financial Partners sold out of Textron (TXT) in Q2 2018, closing a stake of 50 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in TXT in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 490 funds tracked by Wall St. Rank hold TXT as of Q2 2018.

  • Holistic Financial Partners reported no remaining Textron position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 50 Textron shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Textron in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Textron position peaked at $3K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Textron as of Q2 2018.

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