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Coe Capital Management’s The Mosaic Company MOS Stock Holding History

Coe Capital 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
2015
Q3 		– Sell
-10,000
Closed -$469K – 233
2015
Q2 		$469K Buy
+10,000
New +$454K 0.17% 161

Other funds holding MOS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Franklin Resources
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coe Capital Management's MOS Position: Q3 2015 in Review

Coe Capital Management sold out of The Mosaic Company (MOS) in Q3 2015, closing a stake of 10,000 shares — an estimated $469K sold.

Coe Capital Management first reported a position in MOS in Q2 2015 and held it in 1 quarter. The position peaked at $469K in Q2 2015. 532 funds tracked by Wall St. Rank hold MOS as of Q3 2015.

  • Coe Capital Management reported no remaining The Mosaic Company position as of Q3 2015 after selling out during the quarter.
  • Coe Capital Management sold 10,000 The Mosaic Company shares in Q3 2015, an estimated $469K.
  • Coe Capital Management first reported a position in The Mosaic Company in Q2 2015 and held it in 1 quarter.
  • Coe Capital Management's The Mosaic Company position peaked at $469K in Q2 2015.
  • 532 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2015.

Based on Coe Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.