Mosaic Family Wealth’s Coeur Mining CDE Stock Holding History

Mosaic Family Wealth’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-504	Closed	-$5K	–	713
2017 Q3	$5K	Hold	504	–	–	﹤0.01%	691
2017 Q2	$4K	Hold	504	–	–	﹤0.01%	602
2017 Q1	$4K	Hold	504	–	–	﹤0.01%	607
2016 Q4	$5K	Hold	504	–	–	﹤0.01%	544
2016 Q3	$6K	Hold	504	–	–	﹤0.01%	552
2016 Q2	$6K	Hold	504	–	–	﹤0.01%	578
2016 Q1	$2K	Hold	504	–	–	﹤0.01%	695
2015 Q4	$1K	Buy	+504	New	+$1.38K	﹤0.01%	735

Other funds holding CDE

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mosaic Family Wealth's CDE Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Coeur Mining (CDE) in Q4 2017, closing a stake of 504 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in CDE in Q4 2015 and held it in 8 quarters. The position peaked at $6K in Q3 2016. 172 funds tracked by Wall St. Rank hold CDE as of Q4 2017.

Mosaic Family Wealth reported no remaining Coeur Mining position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 504 Coeur Mining shares in Q4 2017, an estimated $5K.
Mosaic Family Wealth first reported a position in Coeur Mining in Q4 2015 and held it in 8 quarters.
Mosaic Family Wealth's Coeur Mining position peaked at $6K in Q3 2016.
172 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.