Mosaic Family Wealth’s Libbey, Inc. LBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5	Closed	–	–	767
2016 Q3	$0	Hold	5	–	–	﹤0.01%	792
2016 Q2	$1K	Buy	+5	New	+$86	﹤0.01%	774

Other funds holding LBY

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Mosaic Family Wealth's LBY Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Libbey, Inc. (LBY) in Q4 2016, closing a stake of 5 shares.

Mosaic Family Wealth first reported a position in LBY in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 110 funds tracked by Wall St. Rank hold LBY as of Q4 2016.

Mosaic Family Wealth reported no remaining Libbey, Inc. position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 5 Libbey, Inc. shares in Q4 2016.
Mosaic Family Wealth first reported a position in Libbey, Inc. in Q2 2016 and held it in 2 quarters.
Mosaic Family Wealth's Libbey, Inc. position peaked at $1K in Q2 2016.
110 funds tracked by Wall St. Rank held Libbey, Inc. as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.