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Mosaic Family Wealth’s AutoZone AZO Stock Holding History

Mosaic Family Wealth’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7
Closed -$4.56K – 719
2017
Q1 		$5K Sell
7
-1
-13% -$740 ﹤0.01% 558
2016
Q4 		$6K Hold
8
– – ﹤0.01% 527
2016
Q3 		$6K Hold
8
– – ﹤0.01% 551
2016
Q2 		$7K Hold
8
– – ﹤0.01% 555
2016
Q1 		$6K Hold
8
– – ﹤0.01% 577
2015
Q4 		$5K Buy
+8
New +$6.11K ﹤0.01% 584

Other funds holding AZO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mosaic Family Wealth's AZO Position: Q2 2017 in Review

Mosaic Family Wealth sold out of AutoZone (AZO) in Q2 2017, closing a stake of 7 shares — an estimated $4.56K sold.

Mosaic Family Wealth first reported a position in AZO in Q4 2015 and held it in 6 quarters. The position peaked at $7K in Q2 2016. 538 funds tracked by Wall St. Rank hold AZO as of Q2 2017.

  • Mosaic Family Wealth reported no remaining AutoZone position as of Q2 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 7 AutoZone shares in Q2 2017, an estimated $4.56K.
  • Mosaic Family Wealth first reported a position in AutoZone in Q4 2015 and held it in 6 quarters.
  • Mosaic Family Wealth's AutoZone position peaked at $7K in Q2 2016.
  • 538 funds tracked by Wall St. Rank held AutoZone as of Q2 2017.

Based on Mosaic Family Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.