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Mosaic Family Wealth’s Agilent Technologies A Stock Holding History

Mosaic Family Wealth’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,300
Closed -$83K – 676
2017
Q3 		$83K Buy
+1,300
New +$81K 0.03% 281
2016
Q2 		– Sell
-9,200
Closed -$366K – 784
2016
Q1 		$366K Sell
9,200
-200
-2% -$7.62K 0.18% 104
2015
Q4 		$393K Buy
+9,400
New +$364K 0.18% 97

Other funds holding A

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's A Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Agilent Technologies (A) in Q4 2017, closing a stake of 1,300 shares — an estimated $83K sold.

Mosaic Family Wealth first reported a position in A in Q4 2015 and held it in 3 quarters. The position peaked at $393K in Q4 2015. 652 funds tracked by Wall St. Rank hold A as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Agilent Technologies position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,300 Agilent Technologies shares in Q4 2017, an estimated $83K.
  • Mosaic Family Wealth first reported a position in Agilent Technologies in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's Agilent Technologies position peaked at $393K in Q4 2015.
  • 652 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.