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Mosaic Family Wealth’s Twilio TWLO Stock Holding History

Mosaic Family Wealth’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$15K – 914
2017
Q3 		$15K Hold
500
– – 0.01% 516
2017
Q2 		$15K Buy
500
+51
+11% +$1.4K 0.01% 467
2017
Q1 		$13K Buy
+449
New +$13.6K 0.01% 491

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Twilio (TWLO) in Q4 2017, closing a stake of 500 shares — an estimated $15K sold.

Mosaic Family Wealth first reported a position in TWLO in Q1 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 200 funds tracked by Wall St. Rank hold TWLO as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Twilio position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 500 Twilio shares in Q4 2017, an estimated $15K.
  • Mosaic Family Wealth first reported a position in Twilio in Q1 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's Twilio position peaked at $15K in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Twilio as of Q4 2017.

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