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Mosaic Family Wealth’s Bunge Global BG Stock Holding History

Mosaic Family Wealth’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-75
Closed -$4K – 213
2019
Q1 		$4K Hold
75
– – ﹤0.01% 583
2018
Q4 		$4K Hold
75
– – ﹤0.01% 563
2018
Q3 		$5K Hold
75
– – ﹤0.01% 552
2018
Q2 		$5K Hold
75
– – ﹤0.01% 587
2018
Q1 		$6K Hold
75
– – ﹤0.01% 565
2017
Q4 		$5K Hold
75
– – ﹤0.01% 588
2017
Q3 		$5K Hold
75
– – ﹤0.01% 689
2017
Q2 		$6K Hold
75
– – ﹤0.01% 544
2017
Q1 		$6K Hold
75
– – ﹤0.01% 544
2016
Q4 		$5K Hold
75
– – ﹤0.01% 542
2016
Q3 		$4K Sell
75
-12
-14% -$746 ﹤0.01% 601
2016
Q2 		$6K Sell
87
-23
-21% -$1.41K ﹤0.01% 577
2016
Q1 		$6K Hold
110
– – ﹤0.01% 579
2015
Q4 		$7K Buy
+110
New +$7.75K ﹤0.01% 561

Other funds holding BG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Bunge Global (BG) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in BG in Q4 2015 and held it in 14 quarters. The position peaked at $7K in Q4 2015. 364 funds tracked by Wall St. Rank hold BG as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Bunge Global position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 75 Bunge Global shares in Q2 2019, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Bunge Global in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Bunge Global position peaked at $7K in Q4 2015.
  • 364 funds tracked by Wall St. Rank held Bunge Global as of Q2 2019.

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