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Mosaic Family Wealth’s Workday WDAY Stock Holding History

Mosaic Family Wealth’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$13K – 698
2018
Q1 		$13K Sell
100
-100
-50% -$12.2K ﹤0.01% 501
2017
Q4 		$20K Buy
+200
New +$21.4K 0.01% 454
2017
Q3 		– Sell
-200
Closed -$19K – 975
2017
Q2 		$19K Buy
+200
New +$18.7K 0.01% 445

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mosaic Family Wealth's WDAY Position: Q2 2018 in Review

Mosaic Family Wealth sold out of Workday (WDAY) in Q2 2018, closing a stake of 100 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in WDAY in Q2 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 441 funds tracked by Wall St. Rank hold WDAY as of Q2 2018.

  • Mosaic Family Wealth reported no remaining Workday position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 Workday shares in Q2 2018, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Workday in Q2 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's Workday position peaked at $20K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held Workday as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.