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Mosaic Family Wealth’s Applied Industrial Technologies AIT Stock Holding History

Mosaic Family Wealth’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-51
Closed -$3K – 913
2017
Q2 		$3K Buy
+51
New +$3.12K ﹤0.01% 629
2016
Q2 		– Sell
-115
Closed -$4K – 788
2016
Q1 		$4K Buy
+115
New +$4.53K ﹤0.01% 617

Other funds holding AIT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Applied Industrial Technologies (AIT) in Q3 2017, closing a stake of 51 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in AIT in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 219 funds tracked by Wall St. Rank hold AIT as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Applied Industrial Technologies position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 51 Applied Industrial Technologies shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Applied Industrial Technologies in Q1 2016 and held it in 2 quarters.
  • Mosaic Family Wealth's Applied Industrial Technologies position peaked at $4K in Q1 2016.
  • 219 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2017.

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