Gideon Capital Advisors’s The Mosaic Company MOS Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-21,559	Closed	-$630K	–	470
2018 Q4	$630K	Buy	+21,559	New	+$709K	0.26%	119
2018 Q3	–	Sell	-8,341	Closed	-$234K	–	433
2018 Q2	$234K	Buy	+8,341	New	+$226K	0.12%	311
2016 Q4	–	Sell	-101,725	Closed	-$2.49M	–	448
2016 Q3	$2.49M	Buy	+101,725	New	+$2.77M	1.5%	15
2016 Q2	–	Sell	-27,811	Closed	-$751K	–	234
2016 Q1	$751K	Buy	27,811 +7,397	+36%	+$193K	0.94%	35
2015 Q4	$563K	Sell	20,414 -14,945	-42%	-$477K	0.41%	92
2015 Q3	$1.1M	Buy	+35,359	New	+$1.46M	0.64%	55
2015 Q2	–	Sell	-34,928	Closed	-$1.61M	–	295
2015 Q1	$1.61M	Buy	34,928 +16,459	+89%	+$803K	0.65%	54
2014 Q4	$843K	Sell	18,469 -8,492	-31%	-$376K	0.4%	92
2014 Q3	$1.2M	Sell	26,961 -21,470	-44%	-$1.01M	0.46%	71
2014 Q2	$2.4M	Buy	48,431 +44,000	+993%	+$2.17M	0.87%	28
2014 Q1	$222K	Buy	+4,431	New	+$211K	0.12%	183

Other funds holding MOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gideon Capital Advisors's MOS Position: Q1 2019 in Review

Gideon Capital Advisors sold out of The Mosaic Company (MOS) in Q1 2019, closing a stake of 21,559 shares — an estimated $630K sold.

Gideon Capital Advisors first reported a position in MOS in Q1 2014 and held it in 11 quarters. The position peaked at $2.49M in Q3 2016. 543 funds tracked by Wall St. Rank hold MOS as of Q1 2019.

Gideon Capital Advisors reported no remaining The Mosaic Company position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 21,559 The Mosaic Company shares in Q1 2019, an estimated $630K.
Gideon Capital Advisors first reported a position in The Mosaic Company in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's The Mosaic Company position peaked at $2.49M in Q3 2016.
543 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.