Mosaic Family Wealth’s Banco Macro BMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-457	Closed	-$54K	–	704
2017 Q3	$54K	Sell	457 -21	-4%	-$2.04K	0.02%	327
2017 Q2	$44K	Hold	478	–	–	0.02%	342
2017 Q1	$41K	Hold	478	–	–	0.02%	352
2016 Q4	$31K	Hold	478	–	–	0.01%	374
2016 Q3	$37K	Hold	478	–	–	0.02%	369
2016 Q2	$36K	Hold	478	–	–	0.02%	367
2016 Q1	$30K	Hold	478	–	–	0.01%	382
2015 Q4	$27K	Buy	+478	New	+$26K	0.01%	398

Other funds holding BMA

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Banco Macro (BMA) in Q4 2017, closing a stake of 457 shares — an estimated $54K sold.

Mosaic Family Wealth first reported a position in BMA in Q4 2015 and held it in 8 quarters. The position peaked at $54K in Q3 2017. 157 funds tracked by Wall St. Rank hold BMA as of Q4 2017.

Mosaic Family Wealth reported no remaining Banco Macro position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 457 Banco Macro shares in Q4 2017, an estimated $54K.
Mosaic Family Wealth first reported a position in Banco Macro in Q4 2015 and held it in 8 quarters.
Mosaic Family Wealth's Banco Macro position peaked at $54K in Q3 2017.
157 funds tracked by Wall St. Rank held Banco Macro as of Q4 2017.

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