Mosaic Family Wealth’s Timken Company TKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-70	Closed	-$3K	–	907
2017 Q3	$3K	Buy	+70	New	+$3.23K	﹤0.01%	806

Other funds holding TKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Timken Company (TKR) in Q4 2017, closing a stake of 70 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in TKR in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 333 funds tracked by Wall St. Rank hold TKR as of Q4 2017.

Mosaic Family Wealth reported no remaining Timken Company position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 70 Timken Company shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in Timken Company in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Timken Company position peaked at $3K in Q3 2017.
333 funds tracked by Wall St. Rank held Timken Company as of Q4 2017.

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