Mosaic Family Wealth’s Macerich MAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-800	Closed	-$35K	–	422
2019 Q1	$35K	Hold	800	–	–	0.01%	355
2018 Q4	$35K	Hold	800	–	–	0.01%	348
2018 Q3	$41K	Hold	800	–	–	0.02%	344
2018 Q2	$45K	Hold	800	–	–	0.02%	326
2018 Q1	$45K	Buy	+800	New	+$48.8K	0.02%	321

Other funds holding MAC

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Macerich (MAC) in Q2 2019, closing a stake of 800 shares — an estimated $35K sold.

Mosaic Family Wealth first reported a position in MAC in Q1 2018 and held it in 5 quarters. The position peaked at $45K in Q2 2018. 317 funds tracked by Wall St. Rank hold MAC as of Q2 2019.

Mosaic Family Wealth reported no remaining Macerich position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 800 Macerich shares in Q2 2019, an estimated $35K.
Mosaic Family Wealth first reported a position in Macerich in Q1 2018 and held it in 5 quarters.
Mosaic Family Wealth's Macerich position peaked at $45K in Q2 2018.
317 funds tracked by Wall St. Rank held Macerich as of Q2 2019.

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