MFW
SHYF

Mosaic Family Wealth’s The Shyft Group SHYF Stock Holding History

Mosaic Family Wealth’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-67
Closed -$1K – 530
2019
Q1 		$1K Hold
67
– – ﹤0.01% 676
2018
Q4 		$0 Hold
67
– – ﹤0.01% 650
2018
Q3 		$1K Hold
67
– – ﹤0.01% 630
2018
Q2 		$1K Buy
67
+1
+2% +$16 ﹤0.01% 664
2018
Q1 		$1K Hold
66
– – ﹤0.01% 655
2017
Q4 		$1K Hold
66
– – ﹤0.01% 666
2017
Q3 		$1K Hold
66
– – ﹤0.01% 886
2017
Q2 		$1K Hold
66
– – ﹤0.01% 705
2017
Q1 		$1K Hold
66
– – ﹤0.01% 712
2016
Q4 		$1K Hold
66
– – ﹤0.01% 692
2016
Q3 		$1K Hold
66
– – ﹤0.01% 735
2016
Q2 		$1K Buy
66
+1
+2% +$6 ﹤0.01% 767
2016
Q1 		$0 Hold
65
– – ﹤0.01% 838
2015
Q4 		$0 Buy
+65
New +$252 ﹤0.01% 779

Other funds holding SHYF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mosaic Family Wealth sold out of The Shyft Group (SHYF) in Q2 2019, closing a stake of 67 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in SHYF in Q4 2015 and held it in 14 quarters. The position peaked at $1K in Q1 2019. 122 funds tracked by Wall St. Rank hold SHYF as of Q2 2019.

  • Mosaic Family Wealth reported no remaining The Shyft Group position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 67 The Shyft Group shares in Q2 2019, an estimated $1K.
  • Mosaic Family Wealth first reported a position in The Shyft Group in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's The Shyft Group position peaked at $1K in Q1 2019.
  • 122 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2019.

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