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Mosaic Family Wealth’s Employers Holdings EIG Stock Holding History

Mosaic Family Wealth’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$4K – 728
2016
Q4 		$4K Hold
100
– – ﹤0.01% 584
2016
Q3 		$3K Hold
100
– – ﹤0.01% 634
2016
Q2 		$3K Hold
100
– – ﹤0.01% 659
2016
Q1 		$2K Hold
100
– – ﹤0.01% 699
2015
Q4 		$2K Buy
+100
New +$2.58K ﹤0.01% 682

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's EIG Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Employers Holdings (EIG) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EIG in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 159 funds tracked by Wall St. Rank hold EIG as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Employers Holdings position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 Employers Holdings shares in Q1 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Employers Holdings in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's Employers Holdings position peaked at $4K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.