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Mosaic Family Wealth’s EQT Corp EQT Stock Holding History

Mosaic Family Wealth’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-28
Closed -$1K – 746
2017
Q3 		$1K Buy
+28
New +$952 ﹤0.01% 873
2016
Q3 		– Sell
-285
Closed -$13K – 758
2016
Q2 		$13K Hold
285
– – 0.01% 499
2016
Q1 		$10K Buy
285
+65
+30% +$2.08K ﹤0.01% 527
2015
Q4 		$6K Buy
+220
New +$7.39K ﹤0.01% 571

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ALS
Andrew L. Share $214M AUM 14.75% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Mosaic Family Wealth sold out of EQT Corp (EQT) in Q4 2017, closing a stake of 28 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EQT in Q4 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2016. 569 funds tracked by Wall St. Rank hold EQT as of Q4 2017.

  • Mosaic Family Wealth reported no remaining EQT Corp position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 28 EQT Corp shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in EQT Corp in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's EQT Corp position peaked at $13K in Q2 2016.
  • 569 funds tracked by Wall St. Rank held EQT Corp as of Q4 2017.

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