HFP
VVC

Holistic Financial Partners’s Vectren Corporation VVC Stock Holding History

Holistic Financial Partners’s Portfolio VVC Stock Details VVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-246
Closed -$16K – 418
2018
Q1 		$16K Hold
246
– – 0.01% 293
2017
Q4 		$16K Buy
+246
New +$16.5K 0.01% 303

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State Street
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MF
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DKCM
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Holistic Financial Partners sold out of Vectren Corporation (VVC) in Q2 2018, closing a stake of 246 shares — an estimated $16K sold.

Holistic Financial Partners first reported a position in VVC in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 367 funds tracked by Wall St. Rank hold VVC as of Q2 2018.

  • Holistic Financial Partners reported no remaining Vectren Corporation position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 246 Vectren Corporation shares in Q2 2018, an estimated $16K.
  • Holistic Financial Partners first reported a position in Vectren Corporation in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Vectren Corporation position peaked at $16K in Q1 2018.
  • 367 funds tracked by Wall St. Rank held Vectren Corporation as of Q2 2018.

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