Mosaic Family Wealth’s Alamo Group ALG Stock Holding History

Mosaic Family Wealth’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-40	Closed	-$4K	–	682
2017 Q3	$4K	Buy	+40	New	+$3.74K	﹤0.01%	732

Other funds holding ALG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mosaic Family Wealth's ALG Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Alamo Group (ALG) in Q4 2017, closing a stake of 40 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in ALG in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 178 funds tracked by Wall St. Rank hold ALG as of Q4 2017.

Mosaic Family Wealth reported no remaining Alamo Group position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 40 Alamo Group shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in Alamo Group in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Alamo Group position peaked at $4K in Q3 2017.
178 funds tracked by Wall St. Rank held Alamo Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.