MFW
COTV

Mosaic Family Wealth’s Cotiviti Holdings, Inc. COTV Stock Holding History

Mosaic Family Wealth’s Portfolio COTV Stock Details COTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-135
Closed -$5K – 987
2017
Q3 		$5K Buy
+135
New +$5.08K ﹤0.01% 729

Other funds holding COTV

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Cotiviti Holdings, Inc. (COTV) in Q4 2017, closing a stake of 135 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in COTV in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 149 funds tracked by Wall St. Rank hold COTV as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Cotiviti Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 135 Cotiviti Holdings, Inc. shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Cotiviti Holdings, Inc. in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Cotiviti Holdings, Inc. position peaked at $5K in Q3 2017.
  • 149 funds tracked by Wall St. Rank held Cotiviti Holdings, Inc. as of Q4 2017.

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