13F Filings History of Mosaic Financial Partners, Inc.

Latest 13F report
Q2 2018 - 20 Jul 2018
Value $
$152,364,000
Signature - Title
Geoffrey M Zimmerman - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Mosaic Financial Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mosaic Financial Partners, Inc. reported 49 stock holdings with total value $152,364,000 as of Q2 2018. Top holdings included EMB, WY, VTIP, IWB, and MNA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2018 49 $152,364,000 +$27,393,701 -$39,225,858 -$11,832,157 EMB, WY, VTIP, IWB, MNA 13F-HR 20 Jul 2018, 12:20
Q1 2018 51 $165,142,000 +$19,880,546 -$19,785,431 +$95,115 EMB, WY, VTIP, IWB, IEMG 13F-HR 19 Apr 2018, 12:56
Q4 2017 52 $155,875,000 +$13,265,534 -$9,416,222 +$3,849,312 EMB, VTIP, WY, MLPI, IEMG 13F-HR 19 Jan 2018, 18:06
Q3 2017 47 $162,398,000 +$3,470,908 -$4,412,941 -$942,033 EMB, VTIP, WY, MLPI, IEMG 13F-HR 03 Nov 2017, 14:38
Q2 2017 43 $160,200,000 +$4,820,149 -$3,621,748 +$1,198,401 EMB, VTIP, MLPI, WY, IEMG 13F-HR 08 Aug 2017, 12:25
Q1 2017 43 $158,520,000 +$3,518,563 -$7,197,862 -$3,679,299 EMB, VTIP, MLPI, WY, IEMG 13F-HR 09 May 2017, 13:50
Q4 2016 43 $156,134,000 +$5,319,314 -$12,153,483 -$6,834,169 EMB, VTIP, MLPI, WY, IEMG 13F-HR 02 Feb 2017, 14:56
Q3 2016 43 $164,032,000 +$2,130,810 -$5,594,913 -$3,464,103 EMB, VTIP, MLPI, MLPN, WY 13F-HR 10 Nov 2016, 14:38
Q2 2016 45 $162,117,000 +$7,254,487 -$8,241,306 -$986,819 EMB, VTIP, MLPI, MLPN, WY 13F-HR 08 Aug 2016, 16:13
Q1 2016 43 $156,494,000 +$18,308,937 -$19,134,165 -$825,228 EMB, VTIP, MLPI, WY, IEMG 13F-HR 09 May 2016, 17:29
Q4 2015 42 $155,861,000 +$12,303,559 -$15,931,590 -$3,628,031 EMB, IEMG, VTIP, MLPI, MLPN 13F-HR 05 Feb 2016, 16:46
Q3 2015 45 $156,776,000 +$37,664,225 -$14,121,532 +$23,542,693 IEMG, EMB, VTIP, MLPI, IWB 13F-HR 04 Nov 2015, 17:18
Q2 2015 49 $145,434,000 +$4,932,913 -$3,167,752 +$1,765,161 VTIP, MLPI, EMB, AMJ, IWB 13F-HR 05 Aug 2015, 18:01
Q1 2015 47 $146,251,000 +$8,899,721 -$9,124,415 -$224,694 VTIP, MLPI, AMJ, EMB, IWB 13F-HR 07 May 2015, 14:10
Q4 2014 46 $147,365,000 +$17,170,179 -$8,592,313 +$8,577,866 VTIP, MLPI, AMJ, EMB, IWB 13F-HR 09 Feb 2015, 17:43
Q3 2014 48 $141,919,000 +$7,057,278 -$7,199,679 -$142,401 MLPI, AMJ, VTIP, EMB, IWB 13F-HR 28 Oct 2014, 20:37
Q2 2014 49 $146,159,000 +$5,352,229 -$5,706,709 -$354,480 MLPI, AMJ, VTIP, STPZ, EMB 13F-HR 04 Aug 2014, 18:40
Q1 2014 48 $139,867,000 +$11,224,100 -$9,224,435 +$1,999,665 STPZ, MLPI, AMJ, IWB, EMB 13F-HR 29 Apr 2014, 15:49
Q4 2013 47 $137,138,000 $0 $0 $0 STPZ, MLPI, AMJ, IWB, EMB 13F-HR 11 Feb 2014, 16:08