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Mosaic Family Wealth’s Teradyne TER Stock Holding History

Mosaic Family Wealth’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-261
Closed -$6K – 781
2016
Q2 		$6K Hold
261
– – ﹤0.01% 587
2016
Q1 		$5K Sell
261
-97
-27% -$1.9K ﹤0.01% 604
2015
Q4 		$7K Buy
+358
New +$7.12K ﹤0.01% 566

Other funds holding TER

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Mosaic Family Wealth's TER Position: Q3 2016 in Review

Mosaic Family Wealth sold out of Teradyne (TER) in Q3 2016, closing a stake of 261 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in TER in Q4 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2015. 313 funds tracked by Wall St. Rank hold TER as of Q3 2016.

  • Mosaic Family Wealth reported no remaining Teradyne position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 261 Teradyne shares in Q3 2016, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Teradyne in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's Teradyne position peaked at $7K in Q4 2015.
  • 313 funds tracked by Wall St. Rank held Teradyne as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.