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Mosaic Family Wealth’s Reinsurance Group of America RGA Stock Holding History

Mosaic Family Wealth’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20
Closed -$3K – 872
2017
Q3 		$3K Sell
20
-9,506
-100% -$1.29M ﹤0.01% 800
2017
Q2 		$920K Buy
+9,526
New +$1.2M 0.38% 43

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Mosaic Family Wealth's RGA Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Reinsurance Group of America (RGA) in Q4 2017, closing a stake of 20 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in RGA in Q2 2017 and held it in 2 quarters. The position peaked at $920K in Q2 2017. 482 funds tracked by Wall St. Rank hold RGA as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Reinsurance Group of America position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 20 Reinsurance Group of America shares in Q4 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Reinsurance Group of America in Q2 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Reinsurance Group of America position peaked at $920K in Q2 2017.
  • 482 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.