MFW
HIFR

Mosaic Family Wealth’s InfraREIT, Inc. HIFR Stock Holding History

Mosaic Family Wealth’s Portfolio HIFR Stock Details HIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-128
Closed -$2K – 998
2017
Q2 		$2K Hold
128
– – ﹤0.01% 691
2017
Q1 		$2K Hold
128
– – ﹤0.01% 694
2016
Q4 		$2K Hold
128
– – ﹤0.01% 675
2016
Q3 		$2K Hold
128
– – ﹤0.01% 709
2016
Q2 		$3K Hold
128
– – ﹤0.01% 699
2016
Q1 		$2K Buy
+128
New +$2.34K ﹤0.01% 737

Other funds holding HIFR

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mosaic Family Wealth's HIFR Position: Q3 2017 in Review

Mosaic Family Wealth sold out of InfraREIT, Inc. (HIFR) in Q3 2017, closing a stake of 128 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in HIFR in Q1 2016 and held it in 6 quarters. The position peaked at $3K in Q2 2016. 133 funds tracked by Wall St. Rank hold HIFR as of Q3 2017.

  • Mosaic Family Wealth reported no remaining InfraREIT, Inc. position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 128 InfraREIT, Inc. shares in Q3 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in InfraREIT, Inc. in Q1 2016 and held it in 6 quarters.
  • Mosaic Family Wealth's InfraREIT, Inc. position peaked at $3K in Q2 2016.
  • 133 funds tracked by Wall St. Rank held InfraREIT, Inc. as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.