Mosaic Family Wealth’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-80	Closed	-$14K	–	814
2017 Q3	$14K	Buy	+80	New	+$12.1K	0.01%	528
2016 Q4	–	Sell	-69	Closed	-$8K	–	725
2016 Q3	$8K	Hold	69	–	–	﹤0.01%	534
2016 Q2	$8K	Buy	69 +63	+1,050%	+$7.08K	﹤0.01%	549
2016 Q1	$0	Buy	+6	New	+$635	﹤0.01%	818

Other funds holding LEA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Lear (LEA) in Q4 2017, closing a stake of 80 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in LEA in Q1 2016 and held it in 4 quarters. The position peaked at $14K in Q3 2017. 563 funds tracked by Wall St. Rank hold LEA as of Q4 2017.

Mosaic Family Wealth reported no remaining Lear position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 80 Lear shares in Q4 2017, an estimated $14K.
Mosaic Family Wealth first reported a position in Lear in Q1 2016 and held it in 4 quarters.
Mosaic Family Wealth's Lear position peaked at $14K in Q3 2017.
563 funds tracked by Wall St. Rank held Lear as of Q4 2017.

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