Mosaic Family Wealth’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-17	Closed	-$1K	–	812
2017 Q3	$1K	Buy	+17	New	+$809	﹤0.01%	879
2016 Q2	–	Sell	-95	Closed	-$3K	–	807
2016 Q1	$3K	Sell	95 -30	-24%	-$1.1K	﹤0.01%	656
2015 Q4	$4K	Buy	+125	New	+$4.65K	﹤0.01%	611

Other funds holding L

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Loews (L) in Q4 2017, closing a stake of 17 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in L in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q4 2015. 506 funds tracked by Wall St. Rank hold L as of Q4 2017.

Mosaic Family Wealth reported no remaining Loews position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 17 Loews shares in Q4 2017, an estimated $1K.
Mosaic Family Wealth first reported a position in Loews in Q4 2015 and held it in 3 quarters.
Mosaic Family Wealth's Loews position peaked at $4K in Q4 2015.
506 funds tracked by Wall St. Rank held Loews as of Q4 2017.

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