Mosaic Family Wealth’s GEE Group JOB Stock Holding History

Mosaic Family Wealth’s Portfolio JOB Stock Details JOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,017	Closed	-$1K	–	394
2019 Q1	$1K	Hold	1,017	–	–	﹤0.01%	673
2018 Q4	$1K	Hold	1,017	–	–	﹤0.01%	618
2018 Q3	$2K	Hold	1,017	–	–	﹤0.01%	605
2018 Q2	$2K	Hold	1,017	–	–	﹤0.01%	638
2018 Q1	$3K	Hold	1,017	–	–	﹤0.01%	614
2017 Q4	$3K	Hold	1,017	–	–	﹤0.01%	627
2017 Q3	$3K	Hold	1,017	–	–	﹤0.01%	792
2017 Q2	$5K	Hold	1,017	–	–	﹤0.01%	582
2017 Q1	$5K	Hold	1,017	–	–	﹤0.01%	575
2016 Q4	$4K	Hold	1,017	–	–	﹤0.01%	592
2016 Q3	$5K	Hold	1,017	–	–	﹤0.01%	576
2016 Q2	$5K	Hold	1,017	–	–	﹤0.01%	601
2016 Q1	$4K	Hold	1,017	–	–	﹤0.01%	627
2015 Q4	$6K	Buy	+1,017	New	+$6.86K	﹤0.01%	573

Other funds holding JOB

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return