DWM
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Darwin Wealth Management’s The Mosaic Company MOS Stock Holding History

Darwin Wealth 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
2020
Q2 		– Sell
-1,336
Closed -$14K – 517
2020
Q1 		$14K Buy
+1,336
New +$22.7K ﹤0.01% 407
2017
Q2 		– Sell
-65,517
Closed -$1.91M – 138
2017
Q1 		$1.91M Buy
65,517
+3,113
+5% +$96.1K 1.11% 38
2016
Q4 		$1.83M Buy
+62,404
New +$1.67M 1.23% 28

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Boston Partners
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Adage Capital Partners
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Bank of New York Mellon
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
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Geode Capital Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return