MFW
CC icon

Mosaic Family Wealth’s Chemours CC Stock Holding History

Mosaic Family Wealth’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-40
Closed -$2K – 672
2017
Q4 		$2K Hold
40
– – ﹤0.01% 642
2017
Q3 		$2K Hold
40
– – ﹤0.01% 828
2017
Q2 		$1K Hold
40
– – ﹤0.01% 699
2017
Q1 		$2K Hold
40
– – ﹤0.01% 679
2016
Q4 		$1K Hold
40
– – ﹤0.01% 684
2016
Q3 		$1K Hold
40
– – ﹤0.01% 722
2016
Q2 		$1K Hold
40
– – ﹤0.01% 753
2016
Q1 		$0 Hold
40
– – ﹤0.01% 791
2015
Q4 		$0 Buy
+40
New +$256 ﹤0.01% 765

Other funds holding CC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth's CC Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Chemours (CC) in Q1 2018, closing a stake of 40 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in CC in Q4 2015 and held it in 9 quarters. The position peaked at $2K in Q4 2017. 546 funds tracked by Wall St. Rank hold CC as of Q1 2018.

  • Mosaic Family Wealth reported no remaining Chemours position as of Q1 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 40 Chemours shares in Q1 2018, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Chemours in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Chemours position peaked at $2K in Q4 2017.
  • 546 funds tracked by Wall St. Rank held Chemours as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.