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Mosaic Family Wealth’s Celanese CE Stock Holding History

Mosaic Family Wealth’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$10K – 237
2019
Q1 		$10K Sell
100
-100
-50% -$9.84K ﹤0.01% 493
2018
Q4 		$18K Hold
200
– – 0.01% 431
2018
Q3 		$20K Hold
200
– – 0.01% 435
2018
Q2 		$22K Hold
200
– – 0.01% 450
2018
Q1 		$20K Hold
200
– – 0.01% 428
2017
Q4 		$21K Buy
200
+140
+233% +$14.9K 0.01% 438
2017
Q3 		$6K Buy
+60
New +$5.89K ﹤0.01% 648
2017
Q1 		– Sell
-66
Closed -$5.76K – 723
2016
Q4 		$5K Sell
66
-69
-51% -$5.18K ﹤0.01% 545
2016
Q3 		$9K Sell
135
-24
-15% -$1.57K ﹤0.01% 517
2016
Q2 		$11K Buy
159
+5
+3% +$347 0.01% 515
2016
Q1 		$10K Hold
154
– – ﹤0.01% 523
2015
Q4 		$10K Buy
+154
New +$10.5K ﹤0.01% 526

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Celanese (CE) in Q2 2019, closing a stake of 100 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in CE in Q4 2015 and held it in 12 quarters. The position peaked at $22K in Q2 2018. 558 funds tracked by Wall St. Rank hold CE as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Celanese position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 Celanese shares in Q2 2019, an estimated $10K.
  • Mosaic Family Wealth first reported a position in Celanese in Q4 2015 and held it in 12 quarters.
  • Mosaic Family Wealth's Celanese position peaked at $22K in Q2 2018.
  • 558 funds tracked by Wall St. Rank held Celanese as of Q2 2019.

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