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Mosaic Family Wealth’s Power Integrations POWI Stock Holding History

Mosaic Family Wealth’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-150
Closed -$5K – 863
2017
Q3 		$5K Buy
+150
New +$5.48K ﹤0.01% 711

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Power Integrations (POWI) in Q4 2017, closing a stake of 150 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in POWI in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 243 funds tracked by Wall St. Rank hold POWI as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Power Integrations position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 150 Power Integrations shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Power Integrations in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Power Integrations position peaked at $5K in Q3 2017.
  • 243 funds tracked by Wall St. Rank held Power Integrations as of Q4 2017.

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