HFP
ZAYO

Holistic Financial Partners’s Zayo Group Holdings, Inc. ZAYO Stock Holding History

Holistic Financial Partners’s Portfolio ZAYO Stock Details ZAYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,175
Closed -$40K – 409
2018
Q1 		$40K Buy
1,175
+75
+7% +$2.7K 0.03% 221
2017
Q4 		$40K Buy
+1,100
New +$38.9K 0.03% 223

Other funds holding ZAYO

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Holistic Financial Partners sold out of Zayo Group Holdings, Inc. (ZAYO) in Q2 2018, closing a stake of 1,175 shares — an estimated $40K sold.

Holistic Financial Partners first reported a position in ZAYO in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q1 2018. 345 funds tracked by Wall St. Rank hold ZAYO as of Q2 2018.

  • Holistic Financial Partners reported no remaining Zayo Group Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,175 Zayo Group Holdings, Inc. shares in Q2 2018, an estimated $40K.
  • Holistic Financial Partners first reported a position in Zayo Group Holdings, Inc. in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Zayo Group Holdings, Inc. position peaked at $40K in Q1 2018.
  • 345 funds tracked by Wall St. Rank held Zayo Group Holdings, Inc. as of Q2 2018.

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