BMT Investment Advisors’s The Mosaic Company MOS Stock Holding History

BMT Investment Advisors’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
2020 Q1	$637K	Hold	58,902	–	–	0.4%	75
2019 Q4	$1.27M	Hold	58,902	–	–	0.59%	76
2019 Q3	$1.21M	Hold	58,902	–	–	0.62%	76
2019 Q2	$1.47M	Buy	58,902 +8,000	+16%	+$195K	0.77%	71
2019 Q1	$1.39M	Buy	50,902 +471	+0.9%	+$14.4K	0.76%	76
2018 Q4	$1.47M	Hold	50,431	–	–	0.93%	65
2018 Q3	$1.64M	Buy	50,431 +5,513	+12%	+$166K	0.94%	69
2018 Q2	$1.26M	Buy	44,918 +10,258	+30%	+$278K	0.8%	76
2018 Q1	$842K	Buy	+34,660	New	+$912K	0.57%	80

Other funds holding MOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BMT Investment Advisors's MOS Position: Q1 2020 in Review

BMT Investment Advisors held its The Mosaic Company (MOS) position steady in Q1 2020 at 58,902 shares worth $637K. The position accounts for 0.4% of the portfolio, ranked #75.

BMT Investment Advisors first reported a position in MOS in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2018. 436 funds tracked by Wall St. Rank hold MOS as of Q1 2020.

BMT Investment Advisors held 58,902 shares of The Mosaic Company worth $637K as of Q1 2020.
BMT Investment Advisors left its The Mosaic Company share count unchanged in Q1 2020.
The Mosaic Company made up 0.4% of BMT Investment Advisors's portfolio in Q1 2020, its #75 holding.
BMT Investment Advisors first reported a position in The Mosaic Company in Q1 2018 and has held it in 9 quarters since.
BMT Investment Advisors's The Mosaic Company position peaked at $1.64M in Q3 2018.
436 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.