Mosaic Family Wealth’s Fortive FTV Stock Holding History

Mosaic Family Wealth’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-178	Closed	-$8.15K	–	760
2017 Q3	$8K	Buy	+178	New	+$7.41K	﹤0.01%	599
2016 Q4	–	Sell	-1,359	Closed	-$44K	–	720
2016 Q3	$44K	Buy	+1,359	New	+$43.6K	0.02%	342

Other funds holding FTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Fortive (FTV) in Q4 2017, closing a stake of 178 shares — an estimated $8.15K sold.

Mosaic Family Wealth first reported a position in FTV in Q3 2016 and held it in 2 quarters. The position peaked at $44K in Q3 2016. 841 funds tracked by Wall St. Rank hold FTV as of Q4 2017.

Mosaic Family Wealth reported no remaining Fortive position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 178 Fortive shares in Q4 2017, an estimated $8.15K.
Mosaic Family Wealth first reported a position in Fortive in Q3 2016 and held it in 2 quarters.
Mosaic Family Wealth's Fortive position peaked at $44K in Q3 2016.
841 funds tracked by Wall St. Rank held Fortive as of Q4 2017.

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