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Mosaic Family Wealth’s Globus Medical GMED Stock Holding History

Mosaic Family Wealth’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-220
Closed -$7K – 767
2017
Q3 		$7K Buy
+220
New +$6.72K ﹤0.01% 629

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Globus Medical (GMED) in Q4 2017, closing a stake of 220 shares — an estimated $7K sold.

Mosaic Family Wealth first reported a position in GMED in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 263 funds tracked by Wall St. Rank hold GMED as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Globus Medical position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 220 Globus Medical shares in Q4 2017, an estimated $7K.
  • Mosaic Family Wealth first reported a position in Globus Medical in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Globus Medical position peaked at $7K in Q3 2017.
  • 263 funds tracked by Wall St. Rank held Globus Medical as of Q4 2017.

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