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Mosaic Family Wealth’s Assured Guaranty AGO Stock Holding History

Mosaic Family Wealth’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-64
Closed -$2K – 702
2016
Q3 		$2K Hold
64
– – ﹤0.01% 672
2016
Q2 		$2K Hold
64
– – ﹤0.01% 709
2016
Q1 		$1K Hold
64
– – ﹤0.01% 748
2015
Q4 		$1K Buy
+64
New +$1.72K ﹤0.01% 731

Other funds holding AGO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mosaic Family Wealth's AGO Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Assured Guaranty (AGO) in Q4 2016, closing a stake of 64 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in AGO in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 275 funds tracked by Wall St. Rank hold AGO as of Q4 2016.

  • Mosaic Family Wealth reported no remaining Assured Guaranty position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 64 Assured Guaranty shares in Q4 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Assured Guaranty in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Assured Guaranty position peaked at $2K in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.