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

Choate 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
2016
Q1 		– Sell
-9,072
Closed -$414K – 274
2015
Q4 		$414K Buy
+9,072
New +$290K 0.03% 187
2015
Q3 		– Sell
-6,245
Closed -$293K – 258
2015
Q2 		$293K Sell
6,245
-1,299
-17% -$58.9K 0.02% 212
2015
Q1 		$347K Sell
7,544
-1,528
-17% -$74.6K 0.02% 197
2014
Q4 		$414K Sell
9,072
-2,205
-20% -$97.7K 0.02% 190
2014
Q3 		$501K Sell
11,277
-1,984
-15% -$93.3K 0.03% 175
2014
Q2 		$656K Sell
13,261
-1,241
-9% -$61.1K 0.04% 151
2014
Q1 		$725K Sell
14,502
-1,836
-11% -$87.5K 0.05% 150
2013
Q4 		$772K Sell
16,338
-4,312
-21% -$200K 0.05% 135
2013
Q3 		$888K Sell
20,650
-2,451
-11% -$114K 0.07% 125
2013
Q2 		$1.24M Buy
+23,101
New +$1.37M 0.1% 106

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Choate Investment Advisors's MOS Position: Q1 2016 in Review

Choate Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2016, closing a stake of 9,072 shares — an estimated $414K sold.

Choate Investment Advisors first reported a position in MOS in Q2 2013 and held it in 10 quarters. The position peaked at $1.24M in Q2 2013. 510 funds tracked by Wall St. Rank hold MOS as of Q1 2016.

  • Choate Investment Advisors reported no remaining The Mosaic Company position as of Q1 2016 after selling out during the quarter.
  • Choate Investment Advisors sold 9,072 The Mosaic Company shares in Q1 2016, an estimated $414K.
  • Choate Investment Advisors first reported a position in The Mosaic Company in Q2 2013 and held it in 10 quarters.
  • Choate Investment Advisors's The Mosaic Company position peaked at $1.24M in Q2 2013.
  • 510 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.