Capital Advisory Group Advisory Services’s The Mosaic Company MOS Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-943	Closed	-$19K	–	329
2019 Q3	$19K	Hold	943	–	–	0.01%	214
2019 Q2	$24K	Hold	943	–	–	0.02%	202
2019 Q1	$25K	Hold	943	–	–	0.02%	190
2018 Q4	$27K	Sell	943 -500	-35%	-$16.5K	0.02%	176
2018 Q3	$47K	Buy	1,443 +150	+12%	+$4.52K	0.03%	141
2018 Q2	$37K	Hold	1,293	–	–	0.03%	146
2018 Q1	$31K	Buy	+1,293	New	+$34K	0.02%	164

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Advisory Group Advisory Services's MOS Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of The Mosaic Company (MOS) in Q4 2019, closing a stake of 943 shares — an estimated $19K sold.

Capital Advisory Group Advisory Services first reported a position in MOS in Q1 2018 and held it in 7 quarters. The position peaked at $47K in Q3 2018. 438 funds tracked by Wall St. Rank hold MOS as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining The Mosaic Company position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 943 The Mosaic Company shares in Q4 2019, an estimated $19K.
Capital Advisory Group Advisory Services first reported a position in The Mosaic Company in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's The Mosaic Company position peaked at $47K in Q3 2018.
438 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.