MWM
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Mission Wealth Management’s Fossil Group FOSL Stock Holding History

Mission Wealth Management’s Portfolio FOSL Stock Details FOSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,153
Closed -$213K – 285
2018
Q3 		$213K Hold
9,153
– – 0.03% 266
2018
Q2 		$246K Sell
9,153
-7,768
-46% -$159K 0.04% 221
2018
Q1 		$215K Buy
16,921
+1,190
+8% +$13.1K 0.03% 212
2017
Q4 		$122K Buy
15,731
+1,823
+13% +$14.1K 0.02% 227
2017
Q3 		$130K Buy
+13,908
New +$130K 0.02% 203

Other funds holding FOSL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Wealth Management's FOSL Position: Q4 2018 in Review

Mission Wealth Management sold out of Fossil Group (FOSL) in Q4 2018, closing a stake of 9,153 shares — an estimated $213K sold.

Mission Wealth Management first reported a position in FOSL in Q3 2017 and held it in 5 quarters. The position peaked at $246K in Q2 2018. 179 funds tracked by Wall St. Rank hold FOSL as of Q4 2018.

  • Mission Wealth Management reported no remaining Fossil Group position as of Q4 2018 after selling out during the quarter.
  • Mission Wealth Management sold 9,153 Fossil Group shares in Q4 2018, an estimated $213K.
  • Mission Wealth Management first reported a position in Fossil Group in Q3 2017 and held it in 5 quarters.
  • Mission Wealth Management's Fossil Group position peaked at $246K in Q2 2018.
  • 179 funds tracked by Wall St. Rank held Fossil Group as of Q4 2018.

Based on Mission Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.