Bruderman Asset Management’s The Mosaic Company MOS Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-40	Closed	-$1K	–	390
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	610
2018 Q4	$1K	Buy	+40	New	+$1.32K	﹤0.01%	618
2016 Q3	–	Sell	-415	Closed	-$11K	–	393
2016 Q2	$11K	Buy	415 +5	+1%	+$133	﹤0.01%	304
2016 Q1	$11K	Buy	410 +3	+0.7%	+$78	﹤0.01%	316
2015 Q4	$11K	Buy	407 +4	+1%	+$128	﹤0.01%	328
2015 Q3	$13K	Buy	403 +3	+0.8%	+$124	0.01%	320
2015 Q2	$19K	Buy	+400	New	+$18.1K	0.01%	299

Other funds holding MOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bruderman Asset Management's MOS Position: Q2 2019 in Review

Bruderman Asset Management sold out of The Mosaic Company (MOS) in Q2 2019, closing a stake of 40 shares — an estimated $1K sold.

Bruderman Asset Management first reported a position in MOS in Q2 2015 and held it in 7 quarters. The position peaked at $19K in Q2 2015. 503 funds tracked by Wall St. Rank hold MOS as of Q2 2019.

Bruderman Asset Management reported no remaining The Mosaic Company position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 40 The Mosaic Company shares in Q2 2019, an estimated $1K.
Bruderman Asset Management first reported a position in The Mosaic Company in Q2 2015 and held it in 7 quarters.
Bruderman Asset Management's The Mosaic Company position peaked at $19K in Q2 2015.
503 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.