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Mosaic Family Wealth’s First Mid Bancshares FMBH Stock Holding History

Mosaic Family Wealth’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,459
Closed -$82K – 326
2019
Q1 		$82K Hold
2,459
– – 0.03% 263
2018
Q4 		$78K Hold
2,459
– – 0.03% 264
2018
Q3 		$91K Hold
2,459
– – 0.04% 240
2018
Q2 		$97K Buy
+2,459
New +$93.2K 0.04% 231

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Mosaic Family Wealth sold out of First Mid Bancshares (FMBH) in Q2 2019, closing a stake of 2,459 shares — an estimated $82K sold.

Mosaic Family Wealth first reported a position in FMBH in Q2 2018 and held it in 4 quarters. The position peaked at $97K in Q2 2018. 68 funds tracked by Wall St. Rank hold FMBH as of Q2 2019.

  • Mosaic Family Wealth reported no remaining First Mid Bancshares position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,459 First Mid Bancshares shares in Q2 2019, an estimated $82K.
  • Mosaic Family Wealth first reported a position in First Mid Bancshares in Q2 2018 and held it in 4 quarters.
  • Mosaic Family Wealth's First Mid Bancshares position peaked at $97K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2019.

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