MFW
TRU icon

Mosaic Family Wealth’s TransUnion TRU Stock Holding History

Mosaic Family Wealth’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,459
Closed -$98K – 565
2019
Q1 		$98K Hold
1,459
– – 0.04% 237
2018
Q4 		$83K Hold
1,459
– – 0.03% 251
2018
Q3 		$94K Hold
1,459
– – 0.04% 237
2018
Q2 		$105K Hold
1,459
– – 0.04% 220
2018
Q1 		$83K Sell
1,459
-480
-25% -$27.7K 0.03% 246
2017
Q4 		$107K Hold
1,939
– – 0.04% 229
2017
Q3 		$92K Buy
+1,939
New +$88.7K 0.04% 270

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return