Baird’s The Mosaic Company MOS Stock Holding History

Baird’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 Q1	$26.9M	Sell	584,674 -61,380	-10%	-$3M	0.28%	108
2014 Q4	$29.5M	Buy	+646,054	New	+$28.6M	0.31%	106
2014 Q3	–	Sell	-4,562	Closed	-$226K	–	1150
2014 Q2	$226K	Sell	4,562 -178	-4%	-$8.77K	﹤0.01%	1060
2014 Q1	$237K	Buy	4,740 +75	+2%	+$3.57K	﹤0.01%	1036
2013 Q4	$221K	Sell	4,665 -1,076	-19%	-$49.9K	﹤0.01%	1046
2013 Q3	$247K	Buy	5,741 +250	+5%	+$11.6K	﹤0.01%	971
2013 Q2	$295K	Buy	+5,491	New	+$327K	0.01%	914

Other funds holding MOS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

BIT

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

ARCT

Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return

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

Baird's MOS Position: Q1 2015 in Review

Baird reduced its The Mosaic Company (MOS) stake by 9.5% in Q1 2015, selling an estimated $3M and leaving 584,674 shares worth $26.9M. The position accounts for 0.28% of the portfolio, ranked #108.

Baird first reported a position in MOS in Q2 2013 and has held it in 7 quarters since. The position peaked at $29.5M in Q4 2014. 560 funds tracked by Wall St. Rank hold MOS as of Q1 2015.

Baird held 584,674 shares of The Mosaic Company worth $26.9M as of Q1 2015.
Baird sold 61,380 The Mosaic Company shares in Q1 2015, an estimated $3M.
The Mosaic Company made up 0.28% of Baird's portfolio in Q1 2015, its #108 holding.
Baird first reported a position in The Mosaic Company in Q2 2013 and has held it in 7 quarters since.
Baird's The Mosaic Company position peaked at $29.5M in Q4 2014.
560 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.