Mosaic Family Wealth’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,540	Closed	-$13K	–	786
2017 Q3	$13K	Buy	+1,540	New	+$14.1K	0.01%	540

Other funds holding IBN

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Mosaic Family Wealth sold out of ICICI Bank (IBN) in Q4 2017, closing a stake of 1,540 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in IBN in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 326 funds tracked by Wall St. Rank hold IBN as of Q4 2017.

Mosaic Family Wealth reported no remaining ICICI Bank position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 1,540 ICICI Bank shares in Q4 2017, an estimated $13K.
Mosaic Family Wealth first reported a position in ICICI Bank in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's ICICI Bank position peaked at $13K in Q3 2017.
326 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2017.

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