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Mosaic Family Wealth’s Baxter International BAX Stock Holding History

Mosaic Family Wealth’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,273
Closed -$104K – 205
2019
Q1 		$104K Hold
1,273
– – 0.04% 225
2018
Q4 		$84K Hold
1,273
– – 0.03% 245
2018
Q3 		$80K Hold
1,273
– – 0.03% 261
2018
Q2 		$94K Sell
1,273
-67
-5% -$4.72K 0.04% 233
2018
Q1 		$87K Sell
1,340
-740
-36% -$50.1K 0.03% 242
2017
Q4 		$135K Sell
2,080
-250
-11% -$16.1K 0.05% 204
2017
Q3 		$146K Buy
2,330
+250
+12% +$15.4K 0.06% 226
2017
Q2 		$126K Hold
2,080
– – 0.05% 236
2017
Q1 		$108K Hold
2,080
– – 0.05% 249
2016
Q4 		$92K Sell
2,080
-186
-8% -$8.6K 0.04% 267
2016
Q3 		$108K Sell
2,266
-16
-0.7% -$755 0.05% 250
2016
Q2 		$103K Sell
2,282
-24
-1% -$1.05K 0.05% 248
2016
Q1 		$94K Sell
2,306
-24
-1% -$915 0.05% 253
2015
Q4 		$88K Buy
+2,330
New +$85.2K 0.04% 238

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Baxter International (BAX) in Q2 2019, closing a stake of 1,273 shares — an estimated $104K sold.

Mosaic Family Wealth first reported a position in BAX in Q4 2015 and held it in 14 quarters. The position peaked at $146K in Q3 2017. 1,066 funds tracked by Wall St. Rank hold BAX as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Baxter International position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,273 Baxter International shares in Q2 2019, an estimated $104K.
  • Mosaic Family Wealth first reported a position in Baxter International in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Baxter International position peaked at $146K in Q3 2017.
  • 1,066 funds tracked by Wall St. Rank held Baxter International as of Q2 2019.

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