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Mosaic Family Wealth’s Global Payments GPN Stock Holding History

Mosaic Family Wealth’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-60
Closed -$6K – 768
2017
Q3 		$6K Buy
+60
New +$5.65K ﹤0.01% 659
2016
Q3 		– Sell
-89
Closed -$7K – 760
2016
Q2 		$7K Hold
89
– – ﹤0.01% 563
2016
Q1 		$5K Hold
89
– – ﹤0.01% 595
2015
Q4 		$5K Buy
+89
New +$6K ﹤0.01% 591

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Global Payments (GPN) in Q4 2017, closing a stake of 60 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in GPN in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2016. 502 funds tracked by Wall St. Rank hold GPN as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Global Payments position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 60 Global Payments shares in Q4 2017, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Global Payments in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Global Payments position peaked at $7K in Q2 2016.
  • 502 funds tracked by Wall St. Rank held Global Payments as of Q4 2017.

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