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Mosaic Family Wealth’s Ziff Davis ZD Stock Holding History

Mosaic Family Wealth’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-53
Closed -$4K – 981
2017
Q2 		$4K Hold
53
– – ﹤0.01% 621
2017
Q1 		$4K Hold
53
– – ﹤0.01% 624
2016
Q4 		$4K Hold
53
– – ﹤0.01% 602
2016
Q3 		$3K Hold
53
– – ﹤0.01% 656
2016
Q2 		$3K Hold
53
– – ﹤0.01% 688
2016
Q1 		$2K Sell
53
-8
-13% -$484 ﹤0.01% 727
2015
Q4 		$4K Buy
+61
New +$4.14K ﹤0.01% 621

Other funds holding ZD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mosaic Family Wealth's ZD Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Ziff Davis (ZD) in Q3 2017, closing a stake of 53 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in ZD in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 273 funds tracked by Wall St. Rank hold ZD as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Ziff Davis position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 53 Ziff Davis shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Ziff Davis in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Ziff Davis position peaked at $4K in Q2 2017.
  • 273 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.