MFW
JOE icon

Mosaic Family Wealth’s St. Joe Company JOE Stock Holding History

Mosaic Family Wealth’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-40
Closed -$1K – 805
2017
Q3 		$1K Buy
+40
New +$743 ﹤0.01% 876

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mosaic Family Wealth sold out of St. Joe Company (JOE) in Q4 2017, closing a stake of 40 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in JOE in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 125 funds tracked by Wall St. Rank hold JOE as of Q4 2017.

  • Mosaic Family Wealth reported no remaining St. Joe Company position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 40 St. Joe Company shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in St. Joe Company in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's St. Joe Company position peaked at $1K in Q3 2017.
  • 125 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2017.

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