MFW
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Mosaic Family Wealth’s Banco Bradesco BBD Stock Holding History

Mosaic Family Wealth’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-235
Closed -$2K – 206
2019
Q1 		$2K Buy
+235
New +$1.69K ﹤0.01% 636

Other funds holding BBD

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Mosaic Family Wealth's BBD Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Banco Bradesco (BBD) in Q2 2019, closing a stake of 235 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in BBD in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 224 funds tracked by Wall St. Rank hold BBD as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Banco Bradesco position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 235 Banco Bradesco shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Banco Bradesco in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Banco Bradesco position peaked at $2K in Q1 2019.
  • 224 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.