Mosaic Family Wealth’s iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 SGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-400
Closed -$11K 991
2017
Q3
$11K Buy
+400
New +$11.8K ﹤0.01% 564

Other funds holding SGG

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

Mosaic Family Wealth sold out of iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 (SGG) in Q4 2017, closing a stake of 400 shares — an estimated $11K sold.

Mosaic Family Wealth first reported a position in SGG in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 21 funds tracked by Wall St. Rank hold SGG as of Q4 2017.

  • Mosaic Family Wealth reported no remaining iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 shares in Q4 2017, an estimated $11K.
  • Mosaic Family Wealth first reported a position in iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position peaked at $11K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 as of Q4 2017.

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