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Mosaic Family Wealth’s Forum Energy Technologies FET Stock Holding History

Mosaic Family Wealth’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8
Closed -$3K – 754
2017
Q3 		$3K Buy
+8
New +$2.14K ﹤0.01% 787

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Forum Energy Technologies (FET) in Q4 2017, closing a stake of 8 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in FET in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 145 funds tracked by Wall St. Rank hold FET as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Forum Energy Technologies position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 8 Forum Energy Technologies shares in Q4 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Forum Energy Technologies in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Forum Energy Technologies position peaked at $3K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2017.

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