Mosaic Family Wealth’s Acco Brands ACCO Stock Holding History

Mosaic Family Wealth’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-235	Closed	-$3K	–	908
2017 Q2	$3K	Hold	235	–	–	﹤0.01%	627
2017 Q1	$3K	Hold	235	–	–	﹤0.01%	638
2016 Q4	$3K	Buy	+235	New	+$2.75K	﹤0.01%	612

Other funds holding ACCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mosaic Family Wealth's ACCO Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Acco Brands (ACCO) in Q3 2017, closing a stake of 235 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in ACCO in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 195 funds tracked by Wall St. Rank hold ACCO as of Q3 2017.

Mosaic Family Wealth reported no remaining Acco Brands position as of Q3 2017 after selling out during the quarter.
Mosaic Family Wealth sold 235 Acco Brands shares in Q3 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in Acco Brands in Q4 2016 and held it in 3 quarters.
Mosaic Family Wealth's Acco Brands position peaked at $3K in Q2 2017.
195 funds tracked by Wall St. Rank held Acco Brands as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.