EWM
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Elite Wealth Management’s The Mosaic Company MOS Stock Holding History

Elite 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
2014
Q1 		– Sell
-46
Closed -$2K – 548
2013
Q4 		$2K Buy
+46
New +$2.13K ﹤0.01% 684

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
ARCT
Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return
MACF
Margaret A Cargill Foundation Eden Prairie, Minnesota $21.5M AUM 6.62% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Elite Wealth Management's MOS Position: Q1 2014 in Review

Elite Wealth Management sold out of The Mosaic Company (MOS) in Q1 2014, closing a stake of 46 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in MOS in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 547 funds tracked by Wall St. Rank hold MOS as of Q1 2014.

  • Elite Wealth Management reported no remaining The Mosaic Company position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 46 The Mosaic Company shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in The Mosaic Company in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's The Mosaic Company position peaked at $2K in Q4 2013.
  • 547 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.