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Mosaic Family Wealth’s STAG Industrial STAG Stock Holding History

Mosaic Family Wealth’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-400
Closed -$12K – 544
2019
Q1 		$12K Hold
400
– – ﹤0.01% 481
2018
Q4 		$10K Hold
400
– – ﹤0.01% 489
2018
Q3 		$10K Hold
400
– – ﹤0.01% 501
2018
Q2 		$11K Hold
400
– – ﹤0.01% 523
2018
Q1 		$10K Hold
400
– – ﹤0.01% 525
2017
Q4 		$11K Sell
400
-195
-33% -$5.45K ﹤0.01% 521
2017
Q3 		$16K Buy
+595
New +$16.5K 0.01% 507

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Mosaic Family Wealth sold out of STAG Industrial (STAG) in Q2 2019, closing a stake of 400 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in STAG in Q3 2017 and held it in 7 quarters. The position peaked at $16K in Q3 2017. 285 funds tracked by Wall St. Rank hold STAG as of Q2 2019.

  • Mosaic Family Wealth reported no remaining STAG Industrial position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 STAG Industrial shares in Q2 2019, an estimated $12K.
  • Mosaic Family Wealth first reported a position in STAG Industrial in Q3 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's STAG Industrial position peaked at $16K in Q3 2017.
  • 285 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2019.

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