MFW
WBC

Mosaic Family Wealth’s WABCO HOLDINGS INC. WBC Stock Holding History

Mosaic Family Wealth’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30
Closed -$4K – 968
2017
Q3 		$4K Buy
+30
New +$4.16K ﹤0.01% 774

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Mosaic Family Wealth sold out of WABCO HOLDINGS INC. (WBC) in Q4 2017, closing a stake of 30 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in WBC in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 386 funds tracked by Wall St. Rank hold WBC as of Q4 2017.

  • Mosaic Family Wealth reported no remaining WABCO HOLDINGS INC. position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 30 WABCO HOLDINGS INC. shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in WABCO HOLDINGS INC. in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's WABCO HOLDINGS INC. position peaked at $4K in Q3 2017.
  • 386 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q4 2017.

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