Mosaic Family Wealth’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-84	Closed	-$6K	–	494
2019 Q1	$6K	Sell	84 -30,560	-100%	-$2M	﹤0.01%	552
2018 Q4	$1.79M	Hold	30,644	–	–	0.74%	19
2018 Q3	$1.85M	Sell	30,644 -1,375	-4%	-$84.4K	0.76%	18
2018 Q2	$1.8M	Buy	32,019 +611	+2%	+$31.9K	0.68%	23
2018 Q1	$1.56M	Hold	31,408	–	–	0.58%	26
2017 Q4	$1.63M	Hold	31,408	–	–	0.59%	28
2017 Q3	$1.81M	Hold	31,408	–	–	0.7%	21
2017 Q2	$1.6M	Hold	31,408	–	–	0.67%	22
2017 Q1	$1.8M	Buy	31,408 +764	+2%	+$42.1K	0.78%	19
2016 Q4	$1.61M	Hold	30,644	–	–	0.74%	21
2016 Q3	$1.55M	Hold	30,644	–	–	0.72%	23
2016 Q2	$1.66M	Hold	30,644	–	–	0.8%	21
2016 Q1	$1.38M	Buy	30,644 +30,560	+36,381%	+$1.29M	0.66%	26
2015 Q4	$3K	Buy	+84	New	+$3.48K	﹤0.01%	643

Other funds holding POST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Post Holdings (POST) in Q2 2019, closing a stake of 84 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in POST in Q4 2015 and held it in 14 quarters. The position peaked at $1.85M in Q3 2018. 338 funds tracked by Wall St. Rank hold POST as of Q2 2019.

Mosaic Family Wealth reported no remaining Post Holdings position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 84 Post Holdings shares in Q2 2019, an estimated $6K.
Mosaic Family Wealth first reported a position in Post Holdings in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Post Holdings position peaked at $1.85M in Q3 2018.
338 funds tracked by Wall St. Rank held Post Holdings as of Q2 2019.

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