Mosaic Family Wealth’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-587	Closed	-$20K	–	507
2019 Q1	$20K	Buy	587 +161	+38%	+$5.67K	0.01%	434
2018 Q4	$14K	Hold	426	–	–	0.01%	459
2018 Q3	$15K	Hold	426	–	–	0.01%	467
2018 Q2	$15K	Hold	426	–	–	0.01%	493
2018 Q1	$13K	Hold	426	–	–	﹤0.01%	500
2017 Q4	$13K	Buy	426 +251	+143%	+$7.03K	﹤0.01%	506
2017 Q3	$6K	Buy	+175	New	+$5.07K	﹤0.01%	668

Other funds holding RBA

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return