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Mosaic Family Wealth’s Insperity NSP Stock Holding History

Mosaic Family Wealth’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-70
Closed -$2K – 954
2017
Q2 		$2K Hold
70
– – ﹤0.01% 680
2017
Q1 		$3K Hold
70
– – ﹤0.01% 659
2016
Q4 		$2K Hold
70
– – ﹤0.01% 666
2016
Q3 		$3K Hold
70
– – ﹤0.01% 647
2016
Q2 		$3K Buy
+70
New +$2.26K ﹤0.01% 677

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's NSP Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Insperity (NSP) in Q3 2017, closing a stake of 70 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in NSP in Q2 2016 and held it in 5 quarters. The position peaked at $3K in Q1 2017. 218 funds tracked by Wall St. Rank hold NSP as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Insperity position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 70 Insperity shares in Q3 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Insperity in Q2 2016 and held it in 5 quarters.
  • Mosaic Family Wealth's Insperity position peaked at $3K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Insperity as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.