Mosaic Family Wealth’s Trade Desk TTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$14K	–	699
2017 Q4	$14K	Buy	+3,000	New	+$16.6K	0.01%	495

Other funds holding TTD

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mosaic Family Wealth's TTD Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Trade Desk (TTD) in Q1 2018, closing a stake of 3,000 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in TTD in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 184 funds tracked by Wall St. Rank hold TTD as of Q1 2018.

Mosaic Family Wealth reported no remaining Trade Desk position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 3,000 Trade Desk shares in Q1 2018, an estimated $14K.
Mosaic Family Wealth first reported a position in Trade Desk in Q4 2017 and held it in 1 quarter.
Mosaic Family Wealth's Trade Desk position peaked at $14K in Q4 2017.
184 funds tracked by Wall St. Rank held Trade Desk as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.