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Mosaic Family Wealth’s Under Armour Class C UA Stock Holding History

Mosaic Family Wealth’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-35
Closed -$1K – 571
2019
Q1 		$1K Hold
35
– – ﹤0.01% 679
2018
Q4 		$1K Hold
35
– – ﹤0.01% 625
2018
Q3 		$1K Hold
35
– – ﹤0.01% 632
2018
Q2 		$1K Hold
35
– – ﹤0.01% 665
2018
Q1 		$1K Hold
35
– – ﹤0.01% 656
2017
Q4 		$0 Hold
35
– – ﹤0.01% 917
2017
Q3 		$1K Hold
35
– – ﹤0.01% 887
2017
Q2 		$1K Sell
35
-1,380
-98% -$26K ﹤0.01% 706
2017
Q1 		$26K Hold
1,415
– – 0.01% 407
2016
Q4 		$36K Hold
1,415
– – 0.02% 361
2016
Q3 		$48K Hold
1,415
– – 0.02% 336
2016
Q2 		$52K Buy
+1,415
New +$52.2K 0.03% 325

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Under Armour Class C (UA) in Q2 2019, closing a stake of 35 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in UA in Q2 2016 and held it in 12 quarters. The position peaked at $52K in Q2 2016. 445 funds tracked by Wall St. Rank hold UA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Under Armour Class C position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 35 Under Armour Class C shares in Q2 2019, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Under Armour Class C in Q2 2016 and held it in 12 quarters.
  • Mosaic Family Wealth's Under Armour Class C position peaked at $52K in Q2 2016.
  • 445 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2019.

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