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Mosaic Family Wealth’s Air Products & Chemicals APD Stock Holding History

Mosaic Family Wealth’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-919
Closed -$204K – 158
2019
Q3 		$204K Buy
+919
New +$207K 0.08% 159
2019
Q2 		– Sell
-708
Closed -$135K – 193
2019
Q1 		$135K Hold
708
– – 0.05% 190
2018
Q4 		$113K Buy
708
+9
+1% +$1.43K 0.05% 209
2018
Q3 		$110K Buy
699
+516
+282% +$84K 0.05% 208
2018
Q2 		$28K Buy
183
+66
+56% +$10.8K 0.01% 398
2018
Q1 		$19K Buy
117
+93
+388% +$15.3K 0.01% 436
2017
Q4 		$4K Sell
24
-1,097
-98% -$175K ﹤0.01% 604
2017
Q3 		$170K Buy
1,121
+51
+5% +$7.47K 0.07% 206
2017
Q2 		$153K Buy
1,070
+70
+7% +$9.95K 0.06% 210
2017
Q1 		$135K Buy
1,000
+36
+4% +$5.08K 0.06% 226
2016
Q4 		$139K Sell
964
-78
-7% -$10.9K 0.06% 219
2016
Q3 		$145K Buy
1,042
+102
+11% +$14.1K 0.07% 204
2016
Q2 		$124K Buy
940
+202
+27% +$26.9K 0.06% 211
2016
Q1 		$98K Buy
738
+244
+49% +$29.5K 0.05% 238
2015
Q4 		$59K Buy
+494
New +$62.2K 0.03% 291

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mosaic Family Wealth's APD Position: Q4 2019 in Review

Mosaic Family Wealth sold out of Air Products & Chemicals (APD) in Q4 2019, closing a stake of 919 shares — an estimated $204K sold.

Mosaic Family Wealth first reported a position in APD in Q4 2015 and held it in 15 quarters. The position peaked at $204K in Q3 2019. 1,260 funds tracked by Wall St. Rank hold APD as of Q4 2019.

  • Mosaic Family Wealth reported no remaining Air Products & Chemicals position as of Q4 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 919 Air Products & Chemicals shares in Q4 2019, an estimated $204K.
  • Mosaic Family Wealth first reported a position in Air Products & Chemicals in Q4 2015 and held it in 15 quarters.
  • Mosaic Family Wealth's Air Products & Chemicals position peaked at $204K in Q3 2019.
  • 1,260 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2019.

Based on Mosaic Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.