MFW
EVOL

Mosaic Family Wealth’s Evolving Systems, Inc. EVOL Stock Holding History

Mosaic Family Wealth’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$1K – 704
2019
Q1 		$1K Hold
1,000
– – ﹤0.01% 689
2018
Q4 		$1K Hold
1,000
– – ﹤0.01% 634
2018
Q3 		$2K Hold
1,000
– – ﹤0.01% 617
2018
Q2 		$3K Hold
1,000
– – ﹤0.01% 628
2018
Q1 		$5K Hold
1,000
– – ﹤0.01% 590
2017
Q4 		$5K Buy
+1,000
New +$4.59K ﹤0.01% 603

Other funds holding EVOL

KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mosaic Family Wealth's EVOL Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Evolving Systems, Inc. (EVOL) in Q2 2019, closing a stake of 1,000 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EVOL in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 21 funds tracked by Wall St. Rank hold EVOL as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Evolving Systems, Inc. position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,000 Evolving Systems, Inc. shares in Q2 2019, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Evolving Systems, Inc. in Q4 2017 and held it in 6 quarters.
  • Mosaic Family Wealth's Evolving Systems, Inc. position peaked at $5K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.