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Mosaic Family Wealth’s MiMedx Group MDXG Stock Holding History

Mosaic Family Wealth’s Portfolio MDXG Stock Details MDXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-245
Closed -$2K – 728
2016
Q3 		$2K Hold
245
– – ﹤0.01% 685
2016
Q2 		$2K Hold
245
– – ﹤0.01% 724
2016
Q1 		$2K Hold
245
– – ﹤0.01% 712
2015
Q4 		$2K Buy
+245
New +$2.12K ﹤0.01% 694

Other funds holding MDXG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mosaic Family Wealth sold out of MiMedx Group (MDXG) in Q4 2016, closing a stake of 245 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in MDXG in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 185 funds tracked by Wall St. Rank hold MDXG as of Q4 2016.

  • Mosaic Family Wealth reported no remaining MiMedx Group position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 245 MiMedx Group shares in Q4 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in MiMedx Group in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's MiMedx Group position peaked at $2K in Q3 2016.
  • 185 funds tracked by Wall St. Rank held MiMedx Group as of Q4 2016.

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