MFW
GENZ

Mosaic Family Wealth’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Mosaic Family Wealth’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$4K – 702
2017
Q3 		$4K Buy
+100
New +$4.07K ﹤0.01% 736

Other funds holding GENZ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mosaic Family Wealth sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in GENZ in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 21 funds tracked by Wall St. Rank hold GENZ as of Q4 2017.

  • Mosaic Family Wealth reported no remaining VanEck Digital Native Economy ETF position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 VanEck Digital Native Economy ETF shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in VanEck Digital Native Economy ETF in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's VanEck Digital Native Economy ETF position peaked at $4K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2017.

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