MFW
EXPR

Mosaic Family Wealth’s Express, Inc. EXPR Stock Holding History

Mosaic Family Wealth’s Portfolio EXPR Stock Details EXPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6
Closed -$1K – 758
2016
Q3 		$1K Hold
6
– – ﹤0.01% 737
2016
Q2 		$2K Buy
+6
New +$2.02K ﹤0.01% 736

Other funds holding EXPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Express, Inc. (EXPR) in Q4 2016, closing a stake of 6 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EXPR in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 207 funds tracked by Wall St. Rank hold EXPR as of Q4 2016.

  • Mosaic Family Wealth reported no remaining Express, Inc. position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 6 Express, Inc. shares in Q4 2016, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Express, Inc. in Q2 2016 and held it in 2 quarters.
  • Mosaic Family Wealth's Express, Inc. position peaked at $2K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held Express, Inc. as of Q4 2016.

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