Atherton Lane Advisers’s The Mosaic Company MOS Stock Holding History

Atherton Lane Advisers’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
2015 Q2	–	Sell	-5,319	Closed	-$245K	–	244
2015 Q1	$245K	Sell	5,319 -2,322	-30%	-$113K	0.01%	234
2014 Q4	$349K	Sell	7,641 -312,014	-98%	-$13.8M	0.02%	210
2014 Q3	$14.2M	Sell	319,655 -45,607	-12%	-$2.14M	0.81%	57
2014 Q2	$18.1M	Sell	365,262 -5,808	-2%	-$286K	1%	51
2014 Q1	$18.6M	Sell	371,070 -4,878	-1%	-$232K	1.15%	46
2013 Q4	$17.8M	Buy	375,948 +8,391	+2%	+$389K	1.12%	48
2013 Q3	$15.8M	Buy	367,557 +177,220	+93%	+$8.25M	1.08%	59
2013 Q2	$10.2M	Buy	+190,337	New	+$11.3M	0.75%	58

Other funds holding MOS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Atherton Lane Advisers's MOS Position: Q2 2015 in Review

Atherton Lane Advisers sold out of The Mosaic Company (MOS) in Q2 2015, closing a stake of 5,319 shares — an estimated $245K sold.

Atherton Lane Advisers first reported a position in MOS in Q2 2013 and held it in 8 quarters. The position peaked at $18.6M in Q1 2014. 570 funds tracked by Wall St. Rank hold MOS as of Q2 2015.

Atherton Lane Advisers reported no remaining The Mosaic Company position as of Q2 2015 after selling out during the quarter.
Atherton Lane Advisers sold 5,319 The Mosaic Company shares in Q2 2015, an estimated $245K.
Atherton Lane Advisers first reported a position in The Mosaic Company in Q2 2013 and held it in 8 quarters.
Atherton Lane Advisers's The Mosaic Company position peaked at $18.6M in Q1 2014.
570 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.