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Mosaic Family Wealth’s Check Point Software Technologies CHKP Stock Holding History

Mosaic Family Wealth’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-323
Closed -$37K – 717
2017
Q3 		$37K Buy
+323
New +$35.5K 0.01% 379

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Check Point Software Technologies (CHKP) in Q4 2017, closing a stake of 323 shares — an estimated $37K sold.

Mosaic Family Wealth first reported a position in CHKP in Q3 2017 and held it in 1 quarter. The position peaked at $37K in Q3 2017. 600 funds tracked by Wall St. Rank hold CHKP as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Check Point Software Technologies position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 323 Check Point Software Technologies shares in Q4 2017, an estimated $37K.
  • Mosaic Family Wealth first reported a position in Check Point Software Technologies in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Check Point Software Technologies position peaked at $37K in Q3 2017.
  • 600 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2017.

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