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Mosaic Family Wealth’s HF Sinclair DINO Stock Holding History

Mosaic Family Wealth’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-24
Closed -$1K – 711
2016
Q3 		$1K Hold
24
– – ﹤0.01% 726
2016
Q2 		$1K Hold
24
– – ﹤0.01% 757
2016
Q1 		$0 Hold
24
– – ﹤0.01% 795
2015
Q4 		$0 Buy
+24
New +$1.14K ﹤0.01% 769

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's DINO Position: Q4 2016 in Review

Mosaic Family Wealth sold out of HF Sinclair (DINO) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in DINO in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 407 funds tracked by Wall St. Rank hold DINO as of Q4 2016.

  • Mosaic Family Wealth reported no remaining HF Sinclair position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 24 HF Sinclair shares in Q4 2016, an estimated $1K.
  • Mosaic Family Wealth first reported a position in HF Sinclair in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's HF Sinclair position peaked at $1K in Q3 2016.
  • 407 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.