MFW
LOPE icon

Mosaic Family Wealth’s Grand Canyon Education LOPE Stock Holding History

Mosaic Family Wealth’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-50
Closed -$6K – 414
2019
Q1 		$6K Buy
+50
New +$5.16K ﹤0.01% 549
2017
Q4 		– Sell
-150
Closed -$14K – 817
2017
Q3 		$14K Buy
+150
New +$12K 0.01% 529

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mosaic Family Wealth's LOPE Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Grand Canyon Education (LOPE) in Q2 2019, closing a stake of 50 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in LOPE in Q3 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 288 funds tracked by Wall St. Rank hold LOPE as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Grand Canyon Education position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 50 Grand Canyon Education shares in Q2 2019, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Grand Canyon Education in Q3 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Grand Canyon Education position peaked at $14K in Q3 2017.
  • 288 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.