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	–	563
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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mosaic Family Wealth's TRU Position: Q2 2019 in Review

Mosaic Family Wealth sold out of TransUnion (TRU) in Q2 2019, closing a stake of 1,459 shares — an estimated $98K sold.

Mosaic Family Wealth first reported a position in TRU in Q3 2017 and held it in 7 quarters. The position peaked at $107K in Q4 2017. 354 funds tracked by Wall St. Rank hold TRU as of Q2 2019.

Mosaic Family Wealth reported no remaining TransUnion position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,459 TransUnion shares in Q2 2019, an estimated $98K.
Mosaic Family Wealth first reported a position in TransUnion in Q3 2017 and held it in 7 quarters.
Mosaic Family Wealth's TransUnion position peaked at $107K in Q4 2017.
354 funds tracked by Wall St. Rank held TransUnion as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.