MFW
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Mosaic Family Wealth’s Skywest SKYW Stock Holding History

Mosaic Family Wealth’s Portfolio SKYW Stock Details SKYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-110
Closed -$4K – 962
2017
Q2 		$4K Hold
110
– – ﹤0.01% 617
2017
Q1 		$4K Hold
110
– – ﹤0.01% 620
2016
Q4 		$4K Hold
110
– – ﹤0.01% 597
2016
Q3 		$3K Hold
110
– – ﹤0.01% 650
2016
Q2 		$3K Buy
+110
New +$2.51K ﹤0.01% 682

Other funds holding SKYW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's SKYW Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Skywest (SKYW) in Q3 2017, closing a stake of 110 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in SKYW in Q2 2016 and held it in 5 quarters. The position peaked at $4K in Q2 2017. 190 funds tracked by Wall St. Rank hold SKYW as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Skywest position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 110 Skywest shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Skywest in Q2 2016 and held it in 5 quarters.
  • Mosaic Family Wealth's Skywest position peaked at $4K in Q2 2017.
  • 190 funds tracked by Wall St. Rank held Skywest as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.