Mosaic Family Wealth’s Starz - Series A STRZA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-985	Closed	-$31K	–	776
2016 Q3	$31K	Sell	985 -27	-3%	-$832	0.01%	391
2016 Q2	$31K	Hold	1,012	–	–	0.02%	392
2016 Q1	$26K	Sell	1,012 -14	-1%	-$383	0.01%	407
2015 Q4	$34K	Buy	+1,026	New	+$36.6K	0.02%	380

Other funds holding STRZA

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Mosaic Family Wealth's STRZA Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 985 shares — an estimated $31K sold.

Mosaic Family Wealth first reported a position in STRZA in Q4 2015 and held it in 4 quarters. The position peaked at $34K in Q4 2015. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

Mosaic Family Wealth reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 985 Starz - Series A shares in Q4 2016, an estimated $31K.
Mosaic Family Wealth first reported a position in Starz - Series A in Q4 2015 and held it in 4 quarters.
Mosaic Family Wealth's Starz - Series A position peaked at $34K in Q4 2015.
7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.