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Mosaic Family Wealth’s Bio-Rad Laboratories Class A BIO Stock Holding History

Mosaic Family Wealth’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-13
Closed -$2K – 749
2016
Q2 		$2K Buy
+13
New +$1.85K ﹤0.01% 715

Other funds holding BIO

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Mosaic Family Wealth's BIO Position: Q3 2016 in Review

Mosaic Family Wealth sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2016, closing a stake of 13 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in BIO in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 241 funds tracked by Wall St. Rank hold BIO as of Q3 2016.

  • Mosaic Family Wealth reported no remaining Bio-Rad Laboratories Class A position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 13 Bio-Rad Laboratories Class A shares in Q3 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Bio-Rad Laboratories Class A in Q2 2016 and held it in 1 quarter.
  • Mosaic Family Wealth's Bio-Rad Laboratories Class A position peaked at $2K in Q2 2016.
  • 241 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.