MFW
OLBK

Mosaic Family Wealth’s Old Line Bancshares, Inc. OLBK Stock Holding History

Mosaic Family Wealth’s Portfolio OLBK Stock Details OLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-69
Closed -$2K – 685
2019
Q1 		$2K Buy
+69
New +$1.89K ﹤0.01% 659

Other funds holding OLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mosaic Family Wealth sold out of Old Line Bancshares, Inc. (OLBK) in Q2 2019, closing a stake of 69 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in OLBK in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 87 funds tracked by Wall St. Rank hold OLBK as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Old Line Bancshares, Inc. position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 69 Old Line Bancshares, Inc. shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Old Line Bancshares, Inc. in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Old Line Bancshares, Inc. position peaked at $2K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held Old Line Bancshares, Inc. as of Q2 2019.

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