MFW
DPLO

Mosaic Family Wealth’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Mosaic Family Wealth’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$4K – 969
2017
Q3 		$4K Buy
+200
New +$3.38K ﹤0.01% 775

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mosaic Family Wealth sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q4 2017, closing a stake of 200 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in DPLO in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 200 funds tracked by Wall St. Rank hold DPLO as of Q4 2017.

  • Mosaic Family Wealth reported no remaining DIPLOMAT PHARMACY, INC. position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 200 DIPLOMAT PHARMACY, INC. shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in DIPLOMAT PHARMACY, INC. in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's DIPLOMAT PHARMACY, INC. position peaked at $4K in Q3 2017.
  • 200 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q4 2017.

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