HFP
WCC

Holistic Financial Partners’s WESCO International WCC Stock Holding History

Holistic Financial Partners’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-57
Closed -$4K – 362
2018
Q1 		$4K Hold
57
– – ﹤0.01% 398
2017
Q4 		$4K Buy
+57
New +$3.56K ﹤0.01% 403

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Dimensional Fund Advisors
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BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Holistic Financial Partners sold out of WESCO International (WCC) in Q2 2018, closing a stake of 57 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in WCC in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 241 funds tracked by Wall St. Rank hold WCC as of Q2 2018.

  • Holistic Financial Partners reported no remaining WESCO International position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 57 WESCO International shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in WESCO International in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's WESCO International position peaked at $4K in Q1 2018.
  • 241 funds tracked by Wall St. Rank held WESCO International as of Q2 2018.

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