MFW
GRFS

Mosaic Family Wealth’s Grifois GRFS Stock Holding History

Mosaic Family Wealth’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-563
Closed -$12K – 769
2017
Q3 		$12K Buy
+563
New +$11.7K ﹤0.01% 549

Other funds holding GRFS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Grifois (GRFS) in Q4 2017, closing a stake of 563 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in GRFS in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 170 funds tracked by Wall St. Rank hold GRFS as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Grifois position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 563 Grifois shares in Q4 2017, an estimated $12K.
  • Mosaic Family Wealth first reported a position in Grifois in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Grifois position peaked at $12K in Q3 2017.
  • 170 funds tracked by Wall St. Rank held Grifois as of Q4 2017.

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