MFW
FFG

Mosaic Family Wealth’s FBL Financial Group FFG Stock Holding History

Mosaic Family Wealth’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-49
Closed -$3K – 763
2016
Q3 		$3K Hold
49
– – ﹤0.01% 660
2016
Q2 		$3K Hold
49
– – ﹤0.01% 695
2016
Q1 		$3K Sell
49
-7
-13% -$412 ﹤0.01% 672
2015
Q4 		$3K Buy
+56
New +$3.61K ﹤0.01% 656

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mosaic Family Wealth's FFG Position: Q4 2016 in Review

Mosaic Family Wealth sold out of FBL Financial Group (FFG) in Q4 2016, closing a stake of 49 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in FFG in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 104 funds tracked by Wall St. Rank hold FFG as of Q4 2016.

  • Mosaic Family Wealth reported no remaining FBL Financial Group position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 49 FBL Financial Group shares in Q4 2016, an estimated $3K.
  • Mosaic Family Wealth first reported a position in FBL Financial Group in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's FBL Financial Group position peaked at $3K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held FBL Financial Group as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.