Guardian Investor Services’s The Mosaic Company MOS Stock Holding History

Guardian Investor Services’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
2015 Q1	$99K	Sell	2,148 -36	-2%	-$1.76K	0.08%	297
2014 Q4	$100K	Sell	2,184 -75	-3%	-$3.32K	0.08%	291
2014 Q3	$100K	Sell	2,259 -263	-10%	-$12.4K	0.08%	283
2014 Q2	$125K	Sell	2,522 -106	-4%	-$5.22K	0.1%	248
2014 Q1	$131K	Sell	2,628 -102	-4%	-$4.86K	0.1%	237
2013 Q4	$129K	Buy	2,730 +512	+23%	+$23.8K	0.1%	247
2013 Q3	$95K	Sell	2,218 -30	-1%	-$1.4K	0.08%	303
2013 Q2	$121K	Buy	+2,248	New	+$134K	0.1%	238

Other funds holding MOS

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

ARCT

Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return

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

Guardian Investor Services's MOS Position: Q1 2015 in Review

Guardian Investor Services reduced its The Mosaic Company (MOS) stake by 1.6% in Q1 2015, selling an estimated $1.76K and leaving 2,148 shares worth $99K. The position accounts for 0.08% of the portfolio, ranked #297.

Guardian Investor Services first reported a position in MOS in Q2 2013 and has held it in 8 quarters since. The position peaked at $131K in Q1 2014. 561 funds tracked by Wall St. Rank hold MOS as of Q1 2015.

Guardian Investor Services held 2,148 shares of The Mosaic Company worth $99K as of Q1 2015.
Guardian Investor Services sold 36 The Mosaic Company shares in Q1 2015, an estimated $1.76K.
The Mosaic Company made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #297 holding.
Guardian Investor Services first reported a position in The Mosaic Company in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's The Mosaic Company position peaked at $131K in Q1 2014.
561 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.