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Mosaic Family Wealth’s Veru VERU Stock Holding History

Mosaic Family Wealth’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$13K – 925
2017
Q3 		$13K Buy
+500
New +$7.32K 0.01% 546

Other funds holding VERU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIM
Sadoff Investment Management Milwaukee, Wisconsin $1.28B AUM 6.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Veru (VERU) in Q4 2017, closing a stake of 500 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in VERU in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 25 funds tracked by Wall St. Rank hold VERU as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Veru position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 500 Veru shares in Q4 2017, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Veru in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Veru position peaked at $13K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held Veru as of Q4 2017.

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