Mosaic Financial Partners
Latest statistics and disclosures from Mosaic Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMB, WY, VTIP, IWB, MNA, and represent 38.34% of Mosaic Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: PXF (+$7.6M), PRF (+$5.8M), PRFZ, MNA, ELD, FNDX, FNDF, PDN, EMB, VTIP.
- Started 8 new stock positions in PXF, PRFZ, PRF, CVX, PDN, MRK, PBP, HD.
- Reduced shares in these 10 stocks: , Ubs Ag Jersey Brh Alerian Infrst (-$7.7M), Montage Managers Tr tortoise na pi (-$7.1M), , , BIV, RYN, WY, , PowerShares S&P 500 BuyWrite Portfol ETF.
- Sold out of its positions in BWVTF, Montage Managers Tr tortoise na pi, PowerShares FTSE RAFI US 1500 Small-Mid, PowerShares FTSE RAFI US 1000, PowerShares S&P 500 BuyWrite Portfol ETF, PowerShares Glbl Clean Enrgy Port, Powershares Global Etf Trust ex us sml port, PowerShares FTSE RAFI Developed Markets, Ubs Ag Jersey Brh Alerian Infrst, BIV.
- Mosaic Financial Partners was a net seller of stock by $-12M.
- Mosaic Financial Partners has $152M in assets under management (AUM), dropping by -7.74%.
- Central Index Key (CIK): 0001513122
Tip: Access up to 7 years of quarterly data
Positions held by Mosaic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Mosaic Financial Partners
Mosaic Financial Partners holds 49 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Past Filings by Mosaic Financial Partners
SEC 13F filings are viewable for Mosaic Financial Partners going back to 2010
- Mosaic Financial Partners 2018 Q2 filed July 20, 2018
- Mosaic Financial Partners 2018 Q1 filed April 19, 2018
- Mosaic Financial Partners 2017 Q4 filed Jan. 22, 2018
- Mosaic Financial Partners 2017 Q3 filed Nov. 3, 2017
- Mosaic Financial Partners 2017 Q2 filed Aug. 8, 2017
- Mosaic Financial Partners 2017 Q1 filed May 9, 2017
- Mosaic Financial Partners 2016 Q4 filed Feb. 2, 2017
- Mosaic Financial Partners 2016 Q3 filed Nov. 10, 2016
- Mosaic Financial Partners 2016 Q2 filed Aug. 8, 2016
- Mosaic Financial Partners 2016 Q1 filed May 9, 2016
- Mosaic Financial Partners 2015 Q4 filed Feb. 5, 2016
- Mosaic Financial Partners 2015 Q3 filed Nov. 4, 2015
- Mosaic Financial Partners 2015 Q2 filed Aug. 6, 2015
- Mosaic Financial Partners 2015 Q1 filed May 7, 2015
- Mosaic Financial Partners 2014 Q4 filed Feb. 10, 2015
- Mosaic Financial Partners 2014 Q3 filed Oct. 29, 2014