MFW
HCSG icon

Mosaic Family Wealth’s Healthcare Services Group HCSG Stock Holding History

Mosaic Family Wealth’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-136
Closed -$4K – 353
2019
Q1 		$4K Buy
+136
New +$5.21K ﹤0.01% 590
2017
Q4 		– Sell
-135
Closed -$7K – 773
2017
Q3 		$7K Buy
+135
New +$6.94K ﹤0.01% 630

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mosaic Family Wealth's HCSG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 136 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in HCSG in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 136 Healthcare Services Group shares in Q2 2019, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Healthcare Services Group in Q3 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Healthcare Services Group position peaked at $7K in Q3 2017.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.