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

Focused 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
Q4 		– Sell
-96
Closed -$4K – 688
2014
Q3 		$4K Hold
96
– – ﹤0.01% 545
2014
Q2 		$5K Buy
96
+1
+1% +$49 ﹤0.01% 512
2014
Q1 		$5K Hold
95
– – ﹤0.01% 487
2013
Q4 		$4K Buy
+95
New +$4.41K ﹤0.01% 505

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's MOS Position: Q4 2014 in Review

Focused Wealth Management sold out of The Mosaic Company (MOS) in Q4 2014, closing a stake of 96 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in MOS in Q4 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2014. 529 funds tracked by Wall St. Rank hold MOS as of Q4 2014.

  • Focused Wealth Management reported no remaining The Mosaic Company position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 96 The Mosaic Company shares in Q4 2014, an estimated $4K.
  • Focused Wealth Management first reported a position in The Mosaic Company in Q4 2013 and held it in 4 quarters.
  • Focused Wealth Management's The Mosaic Company position peaked at $5K in Q2 2014.
  • 529 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.