MFW
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Mosaic Family Wealth’s Delta Air Lines DAL Stock Holding History

Mosaic Family Wealth’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$54K – 924
2017
Q2 		$54K Buy
+1,000
New +$49K 0.02% 317

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Delta Air Lines (DAL) in Q2 2019, closing a stake of 1,200 shares — an estimated $62K sold.

Mosaic Family Wealth first reported a position in DAL in Q4 2015 and held it in 14 quarters. The position peaked at $405K in Q3 2017. 1,041 funds tracked by Wall St. Rank hold DAL as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Delta Air Lines position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,200 Delta Air Lines shares in Q2 2019, an estimated $62K.
  • Mosaic Family Wealth first reported a position in Delta Air Lines in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Delta Air Lines position peaked at $405K in Q3 2017.
  • 1,041 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2019.

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