MFW
SPN

Mosaic Family Wealth’s Superior Energy Services, Inc. SPN Stock Holding History

Mosaic Family Wealth’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-16
Closed -$2K – 721
2018
Q2 		$2K Hold
16
– – ﹤0.01% 654
2018
Q1 		$1K Hold
16
– – ﹤0.01% 665
2017
Q4 		$2K Hold
16
– – ﹤0.01% 661
2017
Q3 		$2K Buy
+16
New +$1.58K ﹤0.01% 861

Other funds holding SPN

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth's SPN Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Superior Energy Services, Inc. (SPN) in Q3 2018, closing a stake of 16 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in SPN in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 238 funds tracked by Wall St. Rank hold SPN as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Superior Energy Services, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 16 Superior Energy Services, Inc. shares in Q3 2018, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Superior Energy Services, Inc. in Q3 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's Superior Energy Services, Inc. position peaked at $2K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.