AG
MOS icon

Advisor Group’s The Mosaic Company MOS Stock Holding History

Advisor Group’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$273K Sell
12,562
-1,270
-9% -$25.2K ﹤0.01% 2145
2019
Q3 		$284K Buy
13,832
+353
+3% +$7.69K ﹤0.01% 2051
2019
Q2 		$337K Sell
13,479
-19,470
-59% -$475K ﹤0.01% 1905
2019
Q1 		$899K Buy
32,949
+20,092
+156% +$613K 0.01% 1161
2018
Q4 		$376K Buy
12,857
+2,296
+22% +$75.6K ﹤0.01% 1611
2018
Q3 		$344K Buy
10,561
+2,720
+35% +$82K ﹤0.01% 1755
2018
Q2 		$221K Sell
7,841
-1,925
-20% -$52.3K ﹤0.01% 1899
2018
Q1 		$236K Buy
9,766
+710
+8% +$18.7K ﹤0.01% 1853
2017
Q4 		$232K Sell
9,056
-19,987
-69% -$459K ﹤0.01% 1872
2017
Q3 		$627K Sell
29,043
-4,444
-13% -$96.2K 0.01% 1072
2017
Q2 		$763K Sell
33,487
-2,159
-6% -$53K 0.01% 898
2017
Q1 		$1.04M Buy
35,646
+4,974
+16% +$154K 0.02% 691
2016
Q4 		$899K Sell
30,672
-40,581
-57% -$1.09M 0.02% 708
2016
Q3 		$1.74M Buy
71,253
+20,128
+39% +$549K 0.04% 449
2016
Q2 		$1.33M Buy
+51,125
New +$1.36M 0.04% 509

Other funds holding MOS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's MOS Position: Q4 2019 in Review

Advisor Group reduced its The Mosaic Company (MOS) stake by 9.2% in Q4 2019, selling an estimated $25.2K and leaving 12,562 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Advisor Group first reported a position in MOS in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.74M in Q3 2016. 437 funds tracked by Wall St. Rank hold MOS as of Q4 2019.

  • Advisor Group held 12,562 shares of The Mosaic Company worth $273K as of Q4 2019.
  • Advisor Group sold 1,270 The Mosaic Company shares in Q4 2019, an estimated $25.2K.
  • The Mosaic Company made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2145 holding.
  • Advisor Group first reported a position in The Mosaic Company in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's The Mosaic Company position peaked at $1.74M in Q3 2016.
  • 437 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.