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Mosaic Family Wealth’s West Pharmaceutical WST Stock Holding History

Mosaic Family Wealth’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$5K – 603
2019
Q1 		$5K Buy
+45
New +$4.68K ﹤0.01% 572
2017
Q4 		– Sell
-95
Closed -$9K – 935
2017
Q3 		$9K Buy
+95
New +$8.6K ﹤0.01% 587

Other funds holding WST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Mosaic Family Wealth sold out of West Pharmaceutical (WST) in Q2 2019, closing a stake of 45 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in WST in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 374 funds tracked by Wall St. Rank hold WST as of Q2 2019.

  • Mosaic Family Wealth reported no remaining West Pharmaceutical position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 45 West Pharmaceutical shares in Q2 2019, an estimated $5K.
  • Mosaic Family Wealth first reported a position in West Pharmaceutical in Q3 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's West Pharmaceutical position peaked at $9K in Q3 2017.
  • 374 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2019.

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