SWA
HOLI

SFMG Wealth Advisors’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

SFMG Wealth Advisors’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,309
Closed -$378K – 169
2018
Q1 		$378K Buy
+15,309
New +$387K 0.06% 91

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFMG Wealth Advisors's HOLI Position: Q2 2018 in Review

SFMG Wealth Advisors sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q2 2018, closing a stake of 15,309 shares — an estimated $378K sold.

SFMG Wealth Advisors first reported a position in HOLI in Q1 2018 and held it in 1 quarter. The position peaked at $378K in Q1 2018. 128 funds tracked by Wall St. Rank hold HOLI as of Q2 2018.

  • SFMG Wealth Advisors reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q2 2018 after selling out during the quarter.
  • SFMG Wealth Advisors sold 15,309 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q2 2018, an estimated $378K.
  • SFMG Wealth Advisors first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q1 2018 and held it in 1 quarter.
  • SFMG Wealth Advisors's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $378K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q2 2018.

Based on SFMG Wealth Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.