MFW
SGMO

Mosaic Family Wealth’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Mosaic Family Wealth’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$10K – 527
2019
Q1 		$10K Hold
1,000
– – ﹤0.01% 498
2018
Q4 		$11K Hold
1,000
– – ﹤0.01% 479
2018
Q3 		$11K Hold
1,000
– – ﹤0.01% 492
2018
Q2 		$14K Buy
+1,000
New +$16.6K 0.01% 502

Other funds holding SGMO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mosaic Family Wealth sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in SGMO in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q2 2018. 185 funds tracked by Wall St. Rank hold SGMO as of Q2 2019.

  • Mosaic Family Wealth reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,000 SANGAMO THERAPEUTICS INC shares in Q2 2019, an estimated $10K.
  • Mosaic Family Wealth first reported a position in SANGAMO THERAPEUTICS INC in Q2 2018 and held it in 4 quarters.
  • Mosaic Family Wealth's SANGAMO THERAPEUTICS INC position peaked at $14K in Q2 2018.
  • 185 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2019.

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