MFW
BEAT

Mosaic Family Wealth’s BioTelemetry, Inc. BEAT Stock Holding History

Mosaic Family Wealth’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-153
Closed -$5K – 1013
2017
Q2 		$5K Sell
153
-26
-15% -$776 ﹤0.01% 598
2017
Q1 		$5K Hold
179
– – ﹤0.01% 600
2016
Q4 		$4K Hold
179
– – ﹤0.01% 610
2016
Q3 		$3K Hold
179
– – ﹤0.01% 669
2016
Q2 		$3K Sell
179
-92
-34% -$1.35K ﹤0.01% 705
2016
Q1 		$3K Sell
271
-41
-13% -$458 ﹤0.01% 683
2015
Q4 		$3K Buy
+312
New +$3.95K ﹤0.01% 666

Other funds holding BEAT

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

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

Mosaic Family Wealth sold out of BioTelemetry, Inc. (BEAT) in Q3 2017, closing a stake of 153 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in BEAT in Q4 2015 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 211 funds tracked by Wall St. Rank hold BEAT as of Q3 2017.

  • Mosaic Family Wealth reported no remaining BioTelemetry, Inc. position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 153 BioTelemetry, Inc. shares in Q3 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in BioTelemetry, Inc. in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's BioTelemetry, Inc. position peaked at $5K in Q2 2017.
  • 211 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2017.

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