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Doyle Wealth Management’s The Mosaic Company MOS Stock Holding History

Doyle 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
2019
Q3 		– Sell
-180
Closed -$4K – 535
2019
Q2 		$4K Buy
+180
New +$4.39K ﹤0.01% 758
2019
Q1 		– Sell
-179
Closed -$5K – 519
2018
Q4 		$5K Buy
+179
New +$5.89K ﹤0.01% 720

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's MOS Position: Q3 2019 in Review

Doyle Wealth Management sold out of The Mosaic Company (MOS) in Q3 2019, closing a stake of 180 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in MOS in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 446 funds tracked by Wall St. Rank hold MOS as of Q3 2019.

  • Doyle Wealth Management reported no remaining The Mosaic Company position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 180 The Mosaic Company shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in The Mosaic Company in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's The Mosaic Company position peaked at $5K in Q4 2018.
  • 446 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.