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Mosaic Family Wealth’s Acadia Healthcare ACHC Stock Holding History

Mosaic Family Wealth’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-25
Closed -$1K – 678
2018
Q1 		$1K Hold
25
– – ﹤0.01% 646
2017
Q4 		$1K Hold
25
– – ﹤0.01% 662
2017
Q3 		$1K Buy
+25
New +$1.22K ﹤0.01% 864
2017
Q1 		– Sell
-17
Closed -$1K – 718
2016
Q4 		$1K Hold
17
– – ﹤0.01% 680
2016
Q3 		$1K Hold
17
– – ﹤0.01% 715
2016
Q2 		$1K Hold
17
– – ﹤0.01% 748
2016
Q1 		$0 Buy
+17
New +$970 ﹤0.01% 785

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Mosaic Family Wealth's ACHC Position: Q2 2018 in Review

Mosaic Family Wealth sold out of Acadia Healthcare (ACHC) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in ACHC in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q1 2018. 251 funds tracked by Wall St. Rank hold ACHC as of Q2 2018.

  • Mosaic Family Wealth reported no remaining Acadia Healthcare position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 25 Acadia Healthcare shares in Q2 2018, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Acadia Healthcare in Q1 2016 and held it in 7 quarters.
  • Mosaic Family Wealth's Acadia Healthcare position peaked at $1K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.