MFW
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Mosaic Family Wealth’s Patrick Industries PATK Stock Holding History

Mosaic Family Wealth’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-115
Closed -$4K – 855
2017
Q3 		$4K Buy
+115
New +$3.79K ﹤0.01% 756

Other funds holding PATK

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Royal Bank of Canada
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Patrick Industries (PATK) in Q4 2017, closing a stake of 115 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in PATK in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 214 funds tracked by Wall St. Rank hold PATK as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Patrick Industries position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 115 Patrick Industries shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Patrick Industries in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Patrick Industries position peaked at $4K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2017.

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