MFW
SPR

Mosaic Family Wealth’s Spirit AeroSystems SPR Stock Holding History

Mosaic Family Wealth’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-40
Closed -$3K – 890
2017
Q3 		$3K Buy
+40
New +$2.77K ﹤0.01% 804
2016
Q4 		– Sell
-68
Closed -$3K – 743
2016
Q3 		$3K Hold
68
– – ﹤0.01% 651
2016
Q2 		$3K Buy
68
+40
+143% +$1.84K ﹤0.01% 683
2016
Q1 		$1K Hold
28
– – ﹤0.01% 764
2015
Q4 		$1K Buy
+28
New +$1.43K ﹤0.01% 749

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Spirit AeroSystems (SPR) in Q4 2017, closing a stake of 40 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in SPR in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q3 2017. 387 funds tracked by Wall St. Rank hold SPR as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Spirit AeroSystems position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 40 Spirit AeroSystems shares in Q4 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Spirit AeroSystems in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's Spirit AeroSystems position peaked at $3K in Q3 2017.
  • 387 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2017.

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