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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 $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
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 $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Mosaic Family Wealth sold out of RB Global (RBA) in Q2 2019, closing a stake of 587 shares — an estimated $20K sold.

Mosaic Family Wealth first reported a position in RBA in Q3 2017 and held it in 7 quarters. The position peaked at $20K in Q1 2019. 199 funds tracked by Wall St. Rank hold RBA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining RB Global position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 587 RB Global shares in Q2 2019, an estimated $20K.
  • Mosaic Family Wealth first reported a position in RB Global in Q3 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's RB Global position peaked at $20K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held RB Global as of Q2 2019.

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