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

Evercore 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
2018 Q1	–	Sell	-400	Closed	-$11K	–	630
2017 Q4	$11K	Hold	400	–	–	﹤0.01%	803
2017 Q3	$8K	Hold	400	–	–	﹤0.01%	809
2017 Q2	$9K	Buy	400 +300	+300%	+$7.36K	﹤0.01%	837
2017 Q1	$3K	Sell	100 -24	-19%	-$741	﹤0.01%	930
2016 Q4	$4K	Sell	124 -359	-74%	-$9.63K	﹤0.01%	908
2016 Q3	$11K	Sell	483 -100	-17%	-$2.73K	﹤0.01%	862
2016 Q2	$15K	Sell	583 -224	-28%	-$5.94K	﹤0.01%	799
2016 Q1	$21K	Sell	807 -1,669	-67%	-$43.6K	﹤0.01%	714
2015 Q4	$69K	Buy	2,476 +2,276	+1,138%	+$72.7K	﹤0.01%	537
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	876
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	909
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	863
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	742
2014 Q3	$8K	Hold	200	–	–	﹤0.01%	832
2014 Q2	$10K	Sell	200 -100	-33%	-$4.93K	﹤0.01%	837
2014 Q1	$15K	Buy	+300	New	+$14.3K	﹤0.01%	781

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Evercore Wealth Management's MOS Position: Q1 2018 in Review

Evercore Wealth Management sold out of The Mosaic Company (MOS) in Q1 2018, closing a stake of 400 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in MOS in Q1 2014 and held it in 16 quarters. The position peaked at $69K in Q4 2015. 535 funds tracked by Wall St. Rank hold MOS as of Q1 2018.

Evercore Wealth Management reported no remaining The Mosaic Company position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 The Mosaic Company shares in Q1 2018, an estimated $11K.
Evercore Wealth Management first reported a position in The Mosaic Company in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's The Mosaic Company position peaked at $69K in Q4 2015.
535 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.