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Mosaic Family Wealth’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Mosaic Family Wealth’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-970
Closed -$31K – 436
2019
Q1 		$31K Buy
+970
New +$31.1K 0.01% 380

Other funds holding MNA

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mosaic Family Wealth sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q2 2019, closing a stake of 970 shares — an estimated $31K sold.

Mosaic Family Wealth first reported a position in MNA in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 133 funds tracked by Wall St. Rank hold MNA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining IQ ARB Merger Arbitrage ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 970 IQ ARB Merger Arbitrage ETF shares in Q2 2019, an estimated $31K.
  • Mosaic Family Wealth first reported a position in IQ ARB Merger Arbitrage ETF in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's IQ ARB Merger Arbitrage ETF position peaked at $31K in Q1 2019.
  • 133 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q2 2019.

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