Mosaic Family Wealth’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-332	Closed	-$2K	–	747
2016 Q4	$2K	Hold	332	–	–	﹤0.01%	669
2016 Q3	$2K	Hold	332	–	–	﹤0.01%	695
2016 Q2	$2K	Hold	332	–	–	﹤0.01%	731
2016 Q1	$2K	Hold	332	–	–	﹤0.01%	722
2015 Q4	$2K	Buy	+332	New	+$2.08K	﹤0.01%	705

Other funds holding SEM

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

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

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

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

NTC

North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mosaic Family Wealth's SEM Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Select Medical (SEM) in Q1 2017, closing a stake of 332 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in SEM in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 164 funds tracked by Wall St. Rank hold SEM as of Q1 2017.

Mosaic Family Wealth reported no remaining Select Medical position as of Q1 2017 after selling out during the quarter.
Mosaic Family Wealth sold 332 Select Medical shares in Q1 2017, an estimated $2K.
Mosaic Family Wealth first reported a position in Select Medical in Q4 2015 and held it in 5 quarters.
Mosaic Family Wealth's Select Medical position peaked at $2K in Q4 2016.
164 funds tracked by Wall St. Rank held Select Medical as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.