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Aevitas Wealth Management’s The Mosaic Company MOS Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-1,725
Closed -$56K – 436
2018
Q3 		$56K Hold
1,725
– – 0.05% 191
2018
Q2 		$48K Buy
+1,725
New +$46.8K 0.05% 195

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aevitas Wealth Management's MOS Position: Q4 2018 in Review

Aevitas Wealth Management sold out of The Mosaic Company (MOS) in Q4 2018, closing a stake of 1,725 shares — an estimated $56K sold.

Aevitas Wealth Management first reported a position in MOS in Q2 2018 and held it in 2 quarters. The position peaked at $56K in Q3 2018. 587 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

  • Aevitas Wealth Management reported no remaining The Mosaic Company position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,725 The Mosaic Company shares in Q4 2018, an estimated $56K.
  • Aevitas Wealth Management first reported a position in The Mosaic Company in Q2 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's The Mosaic Company position peaked at $56K in Q3 2018.
  • 587 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.