MFW
UTHR icon

Mosaic Family Wealth’s United Therapeutics UTHR Stock Holding History

Mosaic Family Wealth’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20
Closed -$2K – 924
2017
Q3 		$2K Buy
+20
New +$2.55K ﹤0.01% 850
2016
Q4 		– Sell
-18
Closed -$2K – 753
2016
Q3 		$2K Hold
18
– – ﹤0.01% 701
2016
Q2 		$2K Buy
18
+3
+20% +$335 ﹤0.01% 735
2016
Q1 		$1K Buy
15
+5
+50% +$633 ﹤0.01% 769
2015
Q4 		$1K Buy
+10
New +$1.46K ﹤0.01% 751

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mosaic Family Wealth sold out of United Therapeutics (UTHR) in Q4 2017, closing a stake of 20 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in UTHR in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2017. 400 funds tracked by Wall St. Rank hold UTHR as of Q4 2017.

  • Mosaic Family Wealth reported no remaining United Therapeutics position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 20 United Therapeutics shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in United Therapeutics in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's United Therapeutics position peaked at $2K in Q3 2017.
  • 400 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2017.

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