FineMark National Bank & Trust’s The Mosaic Company MOS Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-123	Closed	-$4K	–	755
2016 Q4	$4K	Hold	123	–	–	﹤0.01%	1088
2016 Q3	$3K	Sell	123 -1,573	-93%	-$42.9K	﹤0.01%	1121
2016 Q2	$45K	Buy	1,696 +16	+1%	+$425	0.01%	623
2016 Q1	$46K	Buy	1,680 +14	+0.8%	+$365	0.01%	594
2015 Q4	$46K	Buy	1,666 +15	+0.9%	+$479	0.01%	614
2015 Q3	$52K	Buy	1,651 +11	+0.7%	+$454	0.01%	620
2015 Q2	$77K	Buy	1,640 +9	+0.6%	+$408	0.01%	541
2015 Q1	$75K	Buy	1,631 +1,208	+286%	+$59K	0.01%	562
2014 Q4	$19K	Hold	423	–	–	﹤0.01%	921
2014 Q3	$19K	Buy	423 +300	+244%	+$14.1K	﹤0.01%	897
2014 Q2	$6K	Hold	123	–	–	﹤0.01%	1138
2014 Q1	$6K	Hold	123	–	–	﹤0.01%	1136
2013 Q4	$6K	Sell	123 -297	-71%	-$13.8K	﹤0.01%	1125
2013 Q3	$18K	Sell	420 -864	-67%	-$40.2K	﹤0.01%	828
2013 Q2	$69K	Buy	+1,284	New	+$76.4K	0.02%	474

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FineMark National Bank & Trust's MOS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of The Mosaic Company (MOS) in Q1 2017, closing a stake of 123 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in MOS in Q2 2013 and held it in 15 quarters. The position peaked at $77K in Q2 2015. 541 funds tracked by Wall St. Rank hold MOS as of Q1 2017.

FineMark National Bank & Trust reported no remaining The Mosaic Company position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 123 The Mosaic Company shares in Q1 2017, an estimated $4K.
FineMark National Bank & Trust first reported a position in The Mosaic Company in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's The Mosaic Company position peaked at $77K in Q2 2015.
541 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.