Mosaic Family Wealth’s Autodesk ADSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-373	Closed	-$58K	–	175
2019 Q1	$58K	Hold	373	–	–	0.02%	298
2018 Q4	$48K	Buy	373 +81	+28%	+$10.9K	0.02%	313
2018 Q3	$38K	Hold	292	–	–	0.02%	352
2018 Q2	$38K	Sell	292 -37	-11%	-$4.9K	0.01%	344
2018 Q1	$41K	Sell	329 -270	-45%	-$32.2K	0.02%	335
2017 Q4	$63K	Sell	599 -1,644	-73%	-$192K	0.02%	295
2017 Q3	$252K	Sell	2,243 -10	-0.4%	-$1.1K	0.1%	157
2017 Q2	$227K	Hold	2,253	–	–	0.09%	162
2017 Q1	$195K	Sell	2,253 -73	-3%	-$6.11K	0.08%	176
2016 Q4	$172K	Buy	2,326 +11	+0.5%	+$810	0.08%	180
2016 Q3	$167K	Sell	2,315 -96	-4%	-$6.05K	0.08%	185
2016 Q2	$131K	Sell	2,411 -246	-9%	-$14.2K	0.06%	200
2016 Q1	$154K	Buy	2,657 +88	+3%	+$4.59K	0.07%	175
2015 Q4	$156K	Buy	+2,569	New	+$149K	0.07%	167

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Mosaic Family Wealth's ADSK Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Autodesk (ADSK) in Q2 2019, closing a stake of 373 shares — an estimated $58K sold.

Mosaic Family Wealth first reported a position in ADSK in Q4 2015 and held it in 14 quarters. The position peaked at $252K in Q3 2017. 738 funds tracked by Wall St. Rank hold ADSK as of Q2 2019.

Mosaic Family Wealth reported no remaining Autodesk position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 373 Autodesk shares in Q2 2019, an estimated $58K.
Mosaic Family Wealth first reported a position in Autodesk in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Autodesk position peaked at $252K in Q3 2017.
738 funds tracked by Wall St. Rank held Autodesk as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.