Boston Private Bank & Trust’s The Mosaic Company MOS Stock Holding History

Boston Private Bank & Trust’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	$469K	Sell	10,176 -2,470	-20%	-$121K	0.02%	304
2014 Q4	$577K	Sell	12,646 -8,472	-40%	-$375K	0.03%	293
2014 Q3	$938K	Sell	21,118 -700	-3%	-$32.9K	0.05%	238
2014 Q2	$1.08M	Sell	21,818 -515	-2%	-$25.4K	0.05%	229
2014 Q1	$1.12M	Buy	22,333 +1,925	+9%	+$91.7K	0.06%	229
2013 Q4	$965K	Buy	20,408 +9,648	+90%	+$448K	0.05%	234
2013 Q3	$463K	Buy	10,760 +328	+3%	+$15.3K	0.03%	290
2013 Q2	$561K	Buy	+10,432	New	+$621K	0.03%	263

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

Boston Private Bank & Trust's MOS Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its The Mosaic Company (MOS) stake by 20% in Q1 2015, selling an estimated $121K and leaving 10,176 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #304.

Boston Private Bank & Trust first reported a position in MOS in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2014. 561 funds tracked by Wall St. Rank hold MOS as of Q1 2015.

Boston Private Bank & Trust held 10,176 shares of The Mosaic Company worth $469K as of Q1 2015.
Boston Private Bank & Trust sold 2,470 The Mosaic Company shares in Q1 2015, an estimated $121K.
The Mosaic Company made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #304 holding.
Boston Private Bank & Trust first reported a position in The Mosaic Company in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's The Mosaic Company position peaked at $1.12M in Q1 2014.
561 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.