Mosaic Family Wealth’s LIME ENERGY CO.NEW COMMON STOCK LIME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,636	Closed	-$4K	–	810
2016 Q2	$4K	Hold	1,636	–	–	﹤0.01%	648
2016 Q1	$4K	Hold	1,636	–	–	﹤0.01%	642
2015 Q4	$4K	Buy	+1,636	New	+$5.07K	﹤0.01%	630

Other funds holding LIME

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Mosaic Family Wealth's LIME Position: Q3 2016 in Review

Mosaic Family Wealth sold out of LIME ENERGY CO.NEW COMMON STOCK (LIME) in Q3 2016, closing a stake of 1,636 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in LIME in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 2 funds tracked by Wall St. Rank hold LIME as of Q3 2016.

Mosaic Family Wealth reported no remaining LIME ENERGY CO.NEW COMMON STOCK position as of Q3 2016 after selling out during the quarter.
Mosaic Family Wealth sold 1,636 LIME ENERGY CO.NEW COMMON STOCK shares in Q3 2016, an estimated $4K.
Mosaic Family Wealth first reported a position in LIME ENERGY CO.NEW COMMON STOCK in Q4 2015 and held it in 3 quarters.
Mosaic Family Wealth's LIME ENERGY CO.NEW COMMON STOCK position peaked at $4K in Q2 2016.
2 funds tracked by Wall St. Rank held LIME ENERGY CO.NEW COMMON STOCK as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.