Mosaic Family Wealth’s CF Industries CF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$14K	–	919
2017 Q2	$14K	Sell	500 -3	-0.6%	-$83	0.01%	471
2017 Q1	$15K	Buy	+503	New	+$16.4K	0.01%	471

Other funds holding CF

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mosaic Family Wealth sold out of CF Industries (CF) in Q3 2017, closing a stake of 500 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in CF in Q1 2017 and held it in 2 quarters. The position peaked at $15K in Q1 2017. 430 funds tracked by Wall St. Rank hold CF as of Q3 2017.

Mosaic Family Wealth reported no remaining CF Industries position as of Q3 2017 after selling out during the quarter.
Mosaic Family Wealth sold 500 CF Industries shares in Q3 2017, an estimated $14K.
Mosaic Family Wealth first reported a position in CF Industries in Q1 2017 and held it in 2 quarters.
Mosaic Family Wealth's CF Industries position peaked at $15K in Q1 2017.
430 funds tracked by Wall St. Rank held CF Industries as of Q3 2017.

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